Prateek Nmn Mehrotra
Vice President/ Secretary/ Chief Investment OfficerEndowment Wealth Management, Inc.CRD 4618007
About Prateek Nmn Mehrotra
Prateek Nmn Mehrotra is listed as Vice President/ Secretary/ Chief Investment Officer at Endowment Wealth Management, Inc. in Appleton, WI. Form ADV reports a beneficial ownership band of Under 5%. Prateek Nmn Mehrotra is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Endowment Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Prateek Nmn Mehrotra work?
Prateek Nmn Mehrotra is listed as Vice President/ Secretary/ Chief Investment Officer at Endowment Wealth Management, Inc. on SEC Form ADV.
How much of Endowment Wealth Management, Inc. does Prateek Nmn Mehrotra own?
Form ADV reports a beneficial ownership band of Under 5%.
Endowment Wealth Management, Inc.
| Title | Vice President/ Secretary/ Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2013 |
ETF Model Solutions, LLC
| Title | Managing Member, Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2013 |
Endowment Wealth Management, Inc.
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2025 |
ETF Model Solutions, LLC
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2025 |