Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. is an SEC-registered wealth manager in Appleton, WI with $609.2M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Endowment Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108652, SEC 801-112413, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $609.2M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Appleton, WI
- Employees
- 14
- Clients
- 491
- CRD
- 108652
- Ownership
- REMLEY, COLLEEN, CAHILL; REMLEY, THOMAS, PLANTZ; EFFERT, STEVEN, MICHAEL; DAWIDOWSKI, DANNY, MICHAEL; LARRY L. RICE AND NANCY E. RICE JOINT REVOCABLE LIVING TRUST
How much AUM does Endowment Wealth Management, Inc. have?
Endowment Wealth Management, Inc. reported $609.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Endowment Wealth Management, Inc.?
Disclosed owners and executives of Endowment Wealth Management, Inc. include REMLEY, COLLEEN, CAHILL, REMLEY, THOMAS, PLANTZ, EFFERT, STEVEN, MICHAEL, DAWIDOWSKI, DANNY, MICHAEL, LARRY L. RICE AND NANCY E. RICE JOINT REVOCABLE LIVING TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.