ENDOWMENT WEALTH MANAGEMENT, INC.

APPLETON, Wisconsin·9 registered advisors·CRD# 108652
SEC# 801-1124135920-785-6010
01

Firm Overview

AUM
$354M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
9
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.

9 registered advisors
Larry Lee Rice
APPLETON, Wisconsin
Nancy Eileen Rice
APPLETON, Wisconsin
Paul Othmar Gehl
APPLETON, Wisconsin
Prateek Nmn Mehrotra
APPLETON, Wisconsin
Robert Louis Riedl
APPLETON, Wisconsin
Sue Ellen Stephenson
APPLETON, Wisconsin
Timothy Joseph Landolt
APPLETON, Wisconsin
Todd Charles Thiel
APPLETON, Wisconsin
Wendy Stephenson Orth
APPLETON, Wisconsin
05

Office Locations

APPLETON, Wisconsin
9 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.