Endowment Wealth Management, Inc.

Endowment Wealth Management, Inc. (CRD# 108652) is a financial advisory firm headquartered in Appleton, WI. They manage $127,909,074 in 492 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    492
    ACCOUNTS
  • Average Account Value
    $259,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Endowment Wealth Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Robert L. Riedl, CPA®, CFP®, AWMA®
CRD#: 1109543
2200 North Richmond Street, Suite 200, Appleton, WI 54911
106
Wealthminder
score

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 experienced professional team and our integrated wealth portal & secured vault (watch the videos and download our app 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.

2
Prateek Mehrotra
CRD#: 4618007
2200 North Richmond Street, Suite 200, Appleton, WI 54911
103
Wealthminder
score

Prateek Mehrotra (CRD# 4618007) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 15 years of experience in the finance industry.

3
Timothy J. Landolt, MBA
CRD#: 1503180
2200 North Richmond Street, Suite 200, Appleton, WI 54911
100
Wealthminder
score

Timothy Landolt   Director of Institutional Services for Endowment Wealth Management, Inc. (EWM) in Appleton, WI. EWM provides investment advisory services to three major client groups: individuals & families (including trusts), 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.  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, (ETFMS) an affiliate of EWM.  ETFMS is an independent ETF strategist that provides advisory and investment management services to retirement plans, financial advisors, institutions within the concept of the Endowment Investment Philosophy®.  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.

Endowment Wealth Managment, Inc. and ETF Model Solutions, LLC are co-creators of the Endowment Index® calculated by NasdaqOMX® (symbol: ENDOW).

4
John D. Weninger
CRD#: 5869009
2200 North Richmond Street, Suite 200, Appleton, WI 54911
96
Wealthminder
score

John Weninger (CRD# 5869009) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 6 years of experience in the finance industry. John Weninger has taken additional exams to become a Certified Financial Planner (CFP®). 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 put clients' interests first and comply with the Financial Planning Practice Standards.

5
Daniel G. Fox
CRD#: 4524190
2200 North Richmond Street, Suite 200, Appleton, WI 54911
95
Wealthminder
score

Daniel Fox (CRD# 4524190) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 4 years of experience in the finance industry.

6
Wendy S. Orth
CRD#: 6446753
2200 North Richmond Street, Suite 200, Appleton, WI 54911
93
Wealthminder
score
Wendy Orth (CRD# 6446753) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has 1 year of experience in the finance industry.
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