firm profile
Endowment Wealth Management, Inc.
Overview
Endowment Wealth Management, Inc. is an SEC registered investment adviser based in Appleton, WI, registered since 2018. It reports $609M in assets under management across 3,057 accounts, with 14 employees. It has 13 investment adviser representatives.
- Reported AUM
- $609M
- Discretionary
- 66%
- Accounts
- 3,057
- Average account
- $199K
- Employees
- 14
- Advisory reps
- 13
- Registered since
- 2018
- Jurisdictions
- 12
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 4
- Robert Louis Riedl President, Chief Executive Officer, Treasurer CRD 1109543
- Prateek Mehrotra Vice President, Secretary, Chief Investment Officer CRD 4618007
- Timothy Joseph Landolt Chief Compliance Officer CRD 1503180
1 more executive officer, with direct contact details
Advisory reps 3 of 13
- Jamie Richard Brown Investment Adviser Rep CRD 5463760
- Kylie Rae Coenen Investment Adviser Rep CRD 8310454
- Diana Magdalena Delija-Munoz Insurance Agent · Investment Adviser Rep CRD 1503180
10 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- W6272 Communication Ct
Appleton, WI 54914 - County
- Outagamie
- Metro area
- Appleton, WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 12 jurisdictions
- Website: napfa.org/firm/45553/29443
Every state, with registration dates
Similar firms near Appleton
- Gateway Wealth Partners, LLCAppleton, WI$2.3B AUM
- Mcglone Suttner Wealth Management, Inc.Appleton, WI$1B AUM
- Copper Harbor Investment Advisors, LLCAppleton, WI$805M AUM
- Avaii Wealth Management, LLCAppleton, WI$603M AUM
- Winch FinancialAppleton, WI$58M AUM
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