RIA Intel›Advisers›Wisconsin›ENDOWMENT WEALTH MANAGEMENT, INC.

ENDOWMENT WEALTH MANAGEMENT, INC.

Hybrid

N·APPLETON, WI

Data as of Feb 13, 2026 · Source: SEC Form ADV

Total AUM

$428M

1-Year AUM Growth

+20.6%

3-Year CAGR

+13.2%

Employees

9

Assets Under Management

Total AUM$428M

Discretionary AUM$281M

Non-Discretionary AUM$147M

Discretionary %65.7%

Total Clients397

Team

Total Employees9

Investment Advisers13

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds12

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record58

First FilingMar 23, 2001

Latest FilingFeb 13, 2026

🔒 Full AUM trend chart and 58 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ENDOWMENT WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.