Endowment Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Appleton, WI. Its latest Form ADV filing, dated March 30, 2026, reports $609M in regulatory assets under management, 14 employees, 6 offices, and 3,057 accounts.
Assets Under Management
$609M
Employees
14
Offices
6 offices
Total Clients
491
Primary office
APPLETON, WI
W6272 COMMUNICATION COURT, APPLETON, WI, United States
Top client segmentIndividuals represent 66.4% of total clients.
Top client categories% of clientsClients
1
Individuals
66.4%
326
2
HNWI
29.5%
145
3
Pooled Investment Vehicles
2.2%
11
4
Pension Plans
0.8%
4
5
Charitable
0.8%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$609Mas of March 30, 2026
Discretionary66.1%
$403M
66% of total RAUM66.1%
Non-discretionary33.9%
$207M
34% of total RAUM33.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$609M
Total Accounts3,057
10Y AUM Change+$476M (+356.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee35:1
10Y Employee Change+7 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.