ENDOWMENT WEALTH MANAGEMENT, INC.

other names
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Adviser Profile
As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 13 8.33%
of those in investment advisory functions 9 12.50%
Registration Wisconsin, Terminated, 02/27/2018
Other registrations (4)
AUM* 427,600,085 44.34%
of that, discretionary 281,028,502 6.37%
Private Fund GAV* 47,382,674 6.40%
Avg Account Size 177,944 -7.14%
% High Net Worth 31.23% -5.96%
SMA’s Yes
Private Funds 11
Contact Info 920 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
269M 231M 192M 154M 115M 77M 38M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$11,025,520
Fund TypeVenture Capital Fund Count6 GAV$36,357,154

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