Endowment Wealth Management, Inc.
● SEC registered since 2018CRD 108652SEC# 801-112413Appleton, WI
Ranks #3,625 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$609.2M
Fund GAV
$93.5M
Private funds
11
Employees
14
Accounts
3,057
Location
Appleton, WI
Endowment Wealth Management, Inc. assets under management
Endowment Wealth Management, Inc. is an SEC-registered investment adviser based in Appleton, WI. The firm has been registered since 2018. It reports $609.2 million in regulatory assets under management and employs 14 people. Endowment Wealth Management, Inc. manages 11 private funds with combined gross assets of $93.5 million, including Global Alts SPV LLC - Groq Ai. By regulatory assets, it ranks 3,625 of 6,004 private fund managers.
Endowment Wealth Management, Inc. private funds
11 funds · $93.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Global Alts SPV LLC - Groq Ai | Venture Capital | $37.1M | $25K |
| Ewm Alternative Investments SPV, LLC - Series 5 - Fintech | Venture Capital | $16M | $100K |
| Global Alts SPV LLC - Nse India | Private Equity | $9.3M | $50K |
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Join to unlock · $37/moEndowment Wealth Management, Inc. owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 0913, LLC | Shareholder | 10-25% | 2013 |
| Larry L. Rice and Nancy e. Rice Joint Revocable Living Trust | Shareholder | 10-25% | 2016 |
| Othmar Group, LLC | Shareholder | 5-10% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Endowment Wealth Management, Inc. manage?
Endowment Wealth Management, Inc. reports $609.2 million in regulatory assets under management on its Form ADV.
How many private funds does Endowment Wealth Management, Inc. manage?
Endowment Wealth Management, Inc. manages 11 private funds with combined gross assets of $93.5 million.
How many employees does Endowment Wealth Management, Inc. have?
Endowment Wealth Management, Inc. reports 14 employees.
Where is Endowment Wealth Management, Inc. located?
Endowment Wealth Management, Inc. is based in Appleton, WI and has been SEC-registered since 2018.
Does Endowment Wealth Management, Inc. disclose fund performance?
Endowment Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | W6272 Communication Court, Appleton, WI 54914-8531 |
| Phone | 920-785-6010 |
| Fax | 920.227.0521 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1904477 |
| Discloses disciplinary history | No |
Regulatory AUM
$609.2M▲ 72%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
AUM vs fund managersTop 60%
Larger than 40% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$609.2Mregulatory AUM
Discretionary $402.5MNon-discretionary $206.7M
Fund type mix
Venture Capital7
Private Equity4
Service providers
Auditor
Administrator