ENDOWMENT WEALTH MANAGEMENT, INC.

APPLETON, Wisconsin·4 registered advisors·CRD# 108652
SEC# 801-1124135920-785-6010
01

Firm Overview

AUM
$354M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at ENDOWMENT WEALTH MANAGEMENT, INC.

4 registered advisors
Prateek Nmn Mehrotra
APPLETON, Wisconsin
Robert Louis Riedl
APPLETON, Wisconsin
Timothy Joseph Landolt
APPLETON, Wisconsin
Wendy Stephenson Orth
APPLETON, Wisconsin
05

Office Locations

APPLETON, Wisconsin
4 advisors

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Data sourced from SEC Form ADV filings. ENDOWMENT WEALTH MANAGEMENT, INC. (CRD# 108652) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.