ENDOWMENT WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$609,222,636
Discretionary
$402,535,915
Non-discretionary
$206,686,721
Firm details
- CRD number
- 108652
- SEC file number
- 801-112413
- Main office
- APPLETON, WI, United States
- Employees
- 14
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.