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ENDOWMENT WEALTH MANAGEMENT, INC.

dba ENDOWMENT WEALTH MANAGEMENT, INC. · CRD 108652 · Registered Investment Adviser

Custody via related personManages private funds

ENDOWMENT WEALTH MANAGEMENT, INC. is a Registered Investment Adviser headquartered in APPLETON, WI. The firm reports $609,222,636 in regulatory assets under management across 3,057 accounts, and manages 11 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$402,535,915
Non-discretionary$206,686,721
Total RAUM$609,222,636
Accounts3,057

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 108652. adviserinfo.sec.gov/firm/summary/108652.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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