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 | — |
Venture Capital Fund: 7 · Private Equity Fund: 4
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| GLOBAL ALTS SPV LLC - GROQ AI | Venture Capital Fund | Delaware | 90 | $37.1M | $25K |
| EWM ALTERNATIVE INVESTMENTS SPV, LLC - SERIES 5 - FINTECH | Venture Capital Fund | Delaware | 22 | $16.0M | $100K |
| GLOBAL ALTS SPV LLC - NSE INDIA | Private Equity Fund | Delaware | 39 | $9.3M | $50K |
| EWM ALTERNATIVE INVESTMENTS SPV, LLC-SERIES 7-UNICORN TECH FUND II | Venture Capital Fund | Delaware | 40 | $8.5M | $250K |
| GLOBAL ALTS LLC - UNICORN TECH FUND III | Venture Capital Fund | Delaware | 25 | $8.0M | $100K |
| GLOBAL ALTS SPV LLC - SEED | Private Equity Fund | Delaware | 21 | $5.2M | $100K |
| GLOBAL ALTS SPV LLC - LS | Venture Capital Fund | Delaware | 25 | $5.2M | $100K |
| EWM ALTERNATIVE INVESTMENTS SPV, LLC - SERIES 4 - CBD | Venture Capital Fund | Delaware | 46 | $2.0M | $50K |
| GLOBAL ALTS FINTECH FUND II LLC | Venture Capital Fund | Delaware | 7 | $2.0M | $100K |
| EWM ALTERNATIVE INVESTMENTS SPV, LLC - SERIES 3 - TOWERS & FIBER | Private Equity Fund | Delaware | 18 | $163K | $100K |
| EWM SPECIAL PURPOSE VEHICLE- ADE, LLC | Private Equity Fund | Wisconsin | 17 | $83K | $75K |
| City | State | Employees | Phone |
|---|---|---|---|
| MADISON | WI | 5 | (608) 819-5899 |
| BROOKFIELD | WI | 5 | (262) 832-3827 |
| GREEN BAY | WI | 5 | (920) 785-6010 |
| CHICAGO | IL | 3 | (312) 373-3850 |
| HILTON HEAD | SC | 2 | 9209154000 |
| — | — | 1 | 9209154000 |