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Endowment Wealth Management

Tel: 920-785-6010
W6272 Communication Court
Appleton, WI 54914
Endowment Wealth Management | Financial Advisor in Appleton ,WI

A Fee-Only Fiduciary Advisor

About Endowment Wealth Management

Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided holistic "Fee-Only Fiduciary" family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy. EWM's professional team has over 100 plus years of experience and works together to generate a detailed Family Wealth Plan, which is written in plain English! We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs. EWM currently has six offices and serves clients in 21 states. We provide every client with real-time access to our digital wealth portal and secured vault technologies.

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General Information

Firm Start Year:   2013
No. of Employees:   10-19
Name of Custodial Firm:   Fidelity Investments
Work with the following types of clients:   Individual Investors, Businesses, Investment Clubs, Non-Profit Organizations
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management


Investment Types:   Exchange Traded Funds (ETFs), Stocks, Alternative Investments, Bonds
Can meet clients in the following ways:   Your Home, Phone, Email, Your Office, Our Office, Video Conference, Our Offices

Firm Information

Firm's Number of Clients:   250
Firm's Number of Planning Clients:   150
Firm's Number of Managed Clients:   250
Assets Managed by Firm:   $320,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Based on Assets
Additional Details on Charges:   Fee % varies based on amount of assets managed.


WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures



Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM