Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. (CRD# 108652) is a financial advisory firm headquartered in Appleton, WI. They manage $79,553,461 in 519 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management80MILLION
Total Number of Accounts519ACCOUNTS
Average Account Value$153,282
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
Robert Riedl, CPA, CFP, AWMA (CRD# 1109543) is the Director of Wealth Management at Endowment Wealth Management, Inc. a Multi-Family Office serving clients throughout the USA. Rob has over 35 years of experience in the finance industry serving the needs of clients like you. Robert Riedl has taken additional exams to become a Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Endowment Wealth Management, Inc is a Registered Investment Adviser (RIA) serving as a independent fee-based fiduciary adviser that provides Multi-Family Office professional services. Our professional team serves a wide range of family wealth clients throughtout the United States. Please visit www.EndowmentWM.com to learn more about our 3-D Endowment Investment Philosophy, our Endowment Index calculated by NASDAQ OMX, our low cost Endowment ETF models, our Endowment Collective Investment Trust used by 401-k plans, our experienced professional team and our integrated wealth portal & secured vault (watch the videoes under the "Become a Client" tab).
Call 920-785-6010 or send an email to [email protected] today to arrange for your free consultation with one of our fee-based fiduciary advisers, your time will be well spent and the information we provide will be very beneficial to you but more importantly your family's long-term legacy, guaranteed!
Prateek Mehrotra (CRD# 4618007) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 13 years of experience in the finance industry.
Timothy Landolt (CRD# 1503180) is an Investment Advisor Representative and Director of Institutional Services for Endowment Wealth Management, Inc. in Appleton, WI and has over 29 years of experience in the finance industry.
EWM provides investment advisory services to three major client groups: individuals & families, endowments & foundations, and retirement plans. The wealth management firm is structured as a multi-family office and provides high net worth clients with a wide range of personal and business related fee-based professional wealth management services including; Financial Planning, Retirement Planning, Estate & Tax Planning, Philanthropy Planning, Investment Planning, Business Succession Planning, and 401(k) plan or retirement plan management. Endowment Wealth Management® is a fee-based independent fiduciary providing all of its clients advice based upon the implementation of its 3-dimensional Endowment Investment Philosophy®, which is similar to what is used by most major Universities, Foundations and Institutional Investors.
Timothy J. Landolt is also managing director of ETF Model Solutions, LLC, an affiliate of Endowment Wealth Management. ETF Model Solutions is an independent ETF strategist that provides advisory and investment management services to retirement plans, financial advisors, institutions. Through its MyRoboAdviser service, the Firm provides investment advisery services based on its 3-dimensional Endowment Investment Philosophy® directly to individuals through a digital interface, including mobile access. Learn more at www.MyRoboAdviser.com.
Daniel Fox (CRD# 4524190) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 3 years of experience in the finance industry.
Thomas Remley (CRD# 2278707) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Green Bay, WI and has over 24 years of experience in the finance industry.