Endowment Wealth Management
W6272 Communication Court
Appleton, WI 54914
9207856010
About Endowment Wealth Management
Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided holistic "Fee-Only Fiduciary" family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy. EWM's professional team has over 100 plus years of experience and works together to generate a detailed Family Wealth Plan, which is written in plain English! We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs. EWM currently has six offices and serves clients in 21 states. We provide every client with real-time access to our digital wealth portal and secured vault technologies.
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General Information
Firm Start Year
2013
No. of Employees
10-19
automated call
Yes
Firm CRD#
108652
Name of Custodial Firm
Fidelity Investments
Work with the following types of clients
Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®, CPA, AWMA®, CAIA®
Securities Licenses
Series 65, Series 66
Firm Information
Firm's Number of Clients
250
Firm's Number of Planning Clients
150
Firm's Number of Managed Clients
250
Assets Managed by Firm
$320,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
None
Compensation Methods
Based on Assets
Additional Details on Charges
Fee % varies based on amount of assets managed.
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891342/rothira-Endowment-Wealth-Management-detailed-disclosure.html