Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. (CRD# 108652) is a financial advisory firm headquartered in Appleton, WI. They manage $354,467,316 in 2,076 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management354MILLION
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Total Number of Accounts2,076ACCOUNTS
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Average Account Value$170,745
- 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)
- Educational seminars/workshops
- Other
FL, GA, IL, SC, TX, WI
Jamie Brown (CRD# 5463760) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 16 years of experience in the finance industry.
Daniel Fox (CRD# 4524190) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 10 years of experience in the finance industry.
Timothy Landolt is the 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 client's advice based upon implementing 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, and institutions within the concept of the Endowment Investment Philosophy®. Through its Embark-Invest.com website, the Firm provides investment advisory services based on its 3-dimensional Endowment Investment Philosophy® directly to individuals through a digital interface, including mobile access. Learn more at www.Embark-Invest.com.
Endowment Wealth Management, Inc. and ETF Model Solutions, LLC are co-creators of the Endowment Index® calculated by NasdaqOMX®.
Prateek Mehrotra (CRD# 4618007) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 21 years of experience in the finance industry.
Samuel Moore (CRD# 7001995) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 7 years of experience in the finance industry.
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.
John Weninger (CRD# 5869009) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 12 years of experience in the finance industry.
Evan Kubiak (CRD# 7318291) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has 1 year of experience in the finance industry.
Michael Rottier (CRD# 7684214) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has 1 year of experience in the finance industry.