ENDOWMENT WEALTH MANAGEMENT, INC.

Registration Details

CIK

1904477

Accession

crd-108652

Location

APPLETON, WI

Filing Date

July 6, 2026

AUM

$609.2M

Institutional Clients

19

Employees

14

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

11 private funds reported on Form ADV Schedule D 7.B.1, $93.5M in combined gross assets.

• GLOBAL ALTS SPV LLC - GROQ AIVenture Capital Fund$37.1M
• EWM ALTERNATIVE INVESTMENTS SPV, LLC - SERIES 5 - FINTECHVenture Capital Fund$16.0M
• GLOBAL ALTS SPV LLC - NSE INDIAPrivate Equity Fund$9.3M
• EWM ALTERNATIVE INVESTMENTS SPV, LLC-SERIES 7-UNICORN TECH FUND IIVenture Capital Fund$8.5M
• GLOBAL ALTS LLC - UNICORN TECH FUND IIIVenture Capital Fund$8.0M
• GLOBAL ALTS SPV LLC - SEEDPrivate Equity Fund$5.2M
• GLOBAL ALTS SPV LLC - LSVenture Capital Fund$5.2M
• EWM ALTERNATIVE INVESTMENTS SPV, LLC - SERIES 4 - CBDVenture Capital Fund$2.0M
• GLOBAL ALTS FINTECH FUND II LLCVenture Capital Fund$2.0M
• EWM ALTERNATIVE INVESTMENTS SPV, LLC - SERIES 3 - TOWERS & FIBERPrivate Equity Fund$163K
• EWM SPECIAL PURPOSE VEHICLE- ADE, LLCPrivate Equity Fund$83K

About this Adviser

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