Endowment Wealth Management, INC.
Appleton, WI·SEC-registered · CRD #108652
Endowment Wealth Management, INC. is an SEC-registered investment advisory firm in Appleton, WI managing $609M across 3.7k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$609M
Client accounts
3.7k
Advisory staff
10
Fee model
Fee-based
How Endowment Wealth Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Endowment Wealth Management, INC.
How much does Endowment Wealth Management, INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Endowment Wealth Management, INC. reports $609M in regulatory assets under management across roughly 3.7k client accounts.
How does Endowment Wealth Management, INC. charge?
Endowment Wealth Management, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Endowment Wealth Management, INC. a fiduciary?
Yes. Endowment Wealth Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #108652), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Endowment Wealth Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Endowment Wealth Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Appleton, WI
Profile compiled from Endowment Wealth Management, INC.'s public SEC Form ADV filing (CRD #108652, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Endowment Wealth Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Endowment Wealth Management, INC.? Claim this profile.