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ENDOWMENT WEALTH MANAGEMENT, INC.
CRD 108652File 801-112413
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$609.2M
Above cohort median (national)
Discretionary AUM
$402.5M
Non-discretionary $206.7M
Clients
491
3,057 accounts
Employees
14
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 8, 2018
- Principal office
- W6272 COMMUNICATION COURT, APPLETON, WI, 54914-8531
- Phone
- 920-785-6010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $609.2M
- Discretionary AUM
- $402.5M
- Non-discretionary AUM
- $206.7M
- Discretionary accounts
- 2,401
- Non-discretionary accounts
- 656
- Total accounts
- 3,057
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.2M |
| Charitable organizations | 4 | $6.6M |
| High net worth individuals | 145 | $346.5M |
| Pooled investment vehicles | 11 | $93.5M |
| Pension and profit sharing plans | 4 | $3.6M |
| Individuals (other than high net worth individuals) | 326 | $157.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.