ENDOWMENT WEALTH MANAGEMENT, INC. other names

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Adviser Profile

As of Date:

08/14/2024

Adviser Type:

- Large advisory firm

Number of Employees:

12

of those in investment advisory functions:

8

Registration:

Wisconsin, Terminated, 2/27/2018

Other registrations (4)
AUM:

354,467,316 19.65%

of that, discretionary:

288,485,472 9.20%

Private Fund GAV:

55,209,714 21.34%

Avg Account Size:

170,745 -10.90%

% High Net Worth:

39.23% 18.11%

SMA’s:

YES

Private Funds:

11

Contact Info

920 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

To Tax Or Not To Tax: Private College Endowments In Mass.
03/23/2021

Massachusetts Democratic gubernatorial candidate Jay Gonzalez has proposed levying a new tax on private college endowments over a billion dollars as a way to raise funds to make public ... 75 percent of their total endowment wealth.

wgbh.org


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 5 $15,754,428
Venture Capital Fund 6 $39,455,286

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Private Funds



Employees