# ENDOWMENT WEALTH MANAGEMENT, INC.

ENDOWMENT WEALTH MANAGEMENT, INC. of APPLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 108652
- Type: SEC-registered investment adviser
- SEC file number: 801-112413
- Location: W6272 COMMUNICATION COURT, APPLETON, WI, 54914-8531
- Phone: 920-785-6010
- Latest filing: 2026-07-06
- Regulatory AUM: $609.2M
- Discretionary AUM: $402.5M
- Non-discretionary AUM: $206.7M
- Clients: 14
- Accounts: 3,057

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (28)

_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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108652/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108652/similar
- Related entities: https://search.stillhousedata.com/firm/108652/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108652

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.