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| Happy Holidays!! thanks for using AUM13F!! |
| Endowment Wealth Management Inc
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|---|---|
| CRD # | 108652 |
| SEC # | 801-112413 |
| CIK # | 0001904477 |
| AUM | $427.6 M (2025-07-28) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 920-785-6010 |
| Address | W6272 Communication Court Appleton, WI 54914-8531 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| West Pharmaceutical Services Inc | 2.9 | ||
| Microsoft Corp | 2.6 | ||
| Netflix Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 128.7 |
| (b) Individuals (high net worth individuals) | 124 | 251.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 47.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,403 | 427.6 |
| By Discretionary | ||
| Discretionary | 1,876 | 281.0 |
| Non-Discretionary | 527 | 146.6 |
| Total | 2,403 | 427.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.6 | |
| Total | 2,403 | 427.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Riedl | 17 | ||
| Prateek Mehrotra | 15 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904477] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Endowment Wealth Management Inc
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|
WI | 0.4 |
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WI | 0.0 |
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