Prateek Mehrotra & Richa Mehrotra Joint Revocable Living Trust
ShareholderEndowment Wealth Management, Inc.
About Prateek Mehrotra & Richa Mehrotra Joint Revocable Living Trust
Prateek Mehrotra & Richa Mehrotra Joint Revocable Living Trust is listed as Shareholder at Endowment Wealth Management, Inc. in Appleton, WI. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Endowment Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Prateek Mehrotra & Richa Mehrotra Joint Revocable Living Trust work?
Prateek Mehrotra & Richa Mehrotra Joint Revocable Living Trust is listed as Shareholder at Endowment Wealth Management, Inc. on SEC Form ADV.
How much of Endowment Wealth Management, Inc. does Prateek Mehrotra & Richa Mehrotra Joint Revocable Living Trust own?
Form ADV reports a beneficial ownership band of 10-25%.
Endowment Wealth Management, Inc.
| Title | Shareholder |
| Ownership | 10-25% |
| Control person | No |
| Since | 2025 |