Wendy Stephenson Orth
ShareholderEndowment Wealth Management, Inc.CRD 6446753
About Wendy Stephenson Orth
Wendy Stephenson Orth is listed as Shareholder at Endowment Wealth Management, Inc. in Appleton, WI. Form ADV reports a beneficial ownership band of 5-10%. Wendy Stephenson Orth is associated with 2 registered advisers.
Reported ownership
Owns 5-10% of Endowment Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Wendy Stephenson Orth work?
Wendy Stephenson Orth is listed as Shareholder at Endowment Wealth Management, Inc. on SEC Form ADV.
How much of Endowment Wealth Management, Inc. does Wendy Stephenson Orth own?
Form ADV reports a beneficial ownership band of 5-10%.
Endowment Wealth Management, Inc.
| Title | Shareholder |
| Ownership | 5-10% |
| Control person | No |
| Since | 2015 |
ETF Model Solutions, LLC
| Title | Member |
| Ownership | 5-10% |
| Control person | No |
| Since | 2015 |