SEC Form ADV · CIK 1904477

ENDOWMENT WEALTH MANAGEMENT, INC.

Registered Investment AdviserWIVenture CapitalPrivate Equity
$609.2M
Assets Under Management
3,057
Total Clients
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Registration Details

CIK
1904477
Accession
CRD-108652
Location
APPLETON, WI
Filing Date
March 30, 2026
AUM
$609.2M
Total Clients
3,057
Amendment
No

Investment Strategies

Venture CapitalPrivate Equity

About this Adviser

ENDOWMENT WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in APPLETON, WI, managing approximately $609.2M in assets across 3,057 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.