ENDOWMENT WEALTH MANAGEMENT, INC. of APPLETON, WI is an SEC-registered investment adviser (CRD 108652). Regulatory assets under management: $609.2M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos, Other.
Showing 25 of 28 people.
| Name | Role | Location |
|---|---|---|
| Prateek Nmn Mehrotra | SHAREHOLDER/VICE PRESIDENT/ SECRETARY/ CHIEF INVESTMENT OFFICER; TRUSTEE; VICE PRESIDENT/ SECRETARY/ CHIEF INVESTMENT OFFICER | — |
| Robert Louis Riedl | PRESIDENT/ CHIEF EXECUTIVE OFFICER/ TREASURER/ DIRECTOR OF WEALTH MANAGEMENT; SHAREHOLDER/PRESIDENT/ CHIEF FINANCIAL OFFICER/ TREASURER/ DIRECTOR OF WEALTH MANAGEMENT; SHAREHOLDER/PRESIDENT/ CHIEF FINANCIAL OFFICER/ TREASURER/ DIRECTOR OF WEALTH MANAGEMENT/ CHIEF COMPLIANCE OFFICER (+1 more) | — |
| Wendy Stephenson Orth | SHAREHOLDER | — |
| Todd Charles Thiel | MEMBER | — |
| Roland Glen Stephenson | LIMITED PARTNER | — |
| Sue Ellen Stephenson | LIMITED PARTNER | — |
| Larry Lee Rice | TRUSTEE | — |
| Nancy Eileen Rice | TRUSTEE | — |
| Paul Othmar Gehl | MANAGING MEMBER | — |
| Timothy Joseph Landolt | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SHAREHOLDER | — |
| RIEDL ROBERT LOUIS | SHAREHOLDER/PRESIDENT/ CHIEF FINANCIAL OFFICER/ TREASURER/ DIRECTOR OF WEALTH MANAGEMENT/ CHIEF COMPLIANCE OFFICER | — |
| REMLEY THOMAS PLANTZ | PREDIDENT; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| REMLEY COLLEEN CAHILL | CORP. SECRETARY; SECRETARY | — |
| EFFERT STEVEN MICHAEL | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE-PRESIDENT/COMPLIANCE OFFICER | — |
| DAWIDOWSKI DANNY MICHAEL | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| RICE KRISTIN EILEEN | TRUSTEE | — |
| REMLEY THOMAS | PREDIDENT | — |
| MEHROTRA RAVI NMN | SHAREHOLDER/VICE PRESIDENT/ SECRETARY/ CHIEF INVESTMENT OFFICER | — |
| LANDOLT TIMOTHY JOSEPH | SHAREHOLDER/DIRECTOR OF INSTITUTIONAL SERVICES | — |
| ORTH WENDY STEPHENSON | SHAREHOLDER | — |
| THIEL TODD CHARLES | MEMBER | — |
| DAGROSA JOSEPH EDWARD | TRUSTEE | — |
| RICE LARRY LEE | TRUSTEE | — |
| STEPHENSON ROLAND GLEN | LIMITED PARTNER; TRUSTEE | — |
| STEPHENSON SUE ELLEN | LIMITED PARTNER; TRUSTEE | — |