ENDOWMENT WEALTH MANAGEMENT, INC.

W6272 Communication Court
Appleton, Wisconsin 54914-8531
Tel: 920-785-6010

About ENDOWMENT WEALTH MANAGEMENT, INC.

ENDOWMENT WEALTH MANAGEMENT, INC, formally registered with the SEC as ENDOWMENT WEALTH MANAGEMENT, INC. The firm was established in 02/08/2018. They have over 6 offices throughout the country.

ENDOWMENT WEALTH MANAGEMENT, INC. is a Appleton, Wisconsin based Financial Planning firm with nearly $354,467,316 assets under management, offering retirement planning & investment advisory services to 2076 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108652
SEC#	801-112413
Assets Managed by Firm	$354,467,316
No. of Clients	2076
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (ADVISORY CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2076	$354,467,316
Individuals (other than high net worth individuals)	179	$64,012,107
High net worth individuals	122	$246,002,284
Pension and profit sharing plans	Fewer than 5 clients	$11,902
Corporations or other businesses	Fewer than 5 clients	$351,906

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TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
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