ENDOWMENT WEALTH MANAGEMENT, INC.

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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 8.51%
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

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$15,754,428
Fund TypeVenture Capital Fund Count6 GAV$39,455,286

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