Endowment Wealth Management, Inc.
Overview
Endowment Wealth Management, Inc. is a multi-family office headquartered in Appleton, Wisconsin, dedicated to delivering comprehensive wealth management and fiduciary services to affluent families, endowments, foundations, trusts, and individual investors. The firm operates as an SEC-registered investment advisor, offering independent investment advice and personalized portfolio strategies. Their mission is to sustain and grow multi-generational family wealth through tailored solutions and disciplined oversight. The firm's investment approach is centered around its proprietary 3-D Endowment Investment Philosophy®, which emphasizes a diversified, multi-asset strategy akin to those employed by major universities and institutional investors. This philosophy integrates both liquid and private investments, aiming to deliver multi-generational planning and wealth preservation. Endowment Wealth Management focuses on protecting and growing clients' family wealth by aligning financial decisions with personal goals and risk tolerance. With offices across multiple locations, including Appleton, Waukesha, Chicago, Madison, Green Bay, and Hilton Head Island, the firm serves clients in 26 states. Their team comprises professionals with over 100 years of combined experience, working collaboratively to create detailed Family Wealth Plans tailored to each client's unique needs. Endowment Wealth Management is recognized for its commitment to providing fee-only, independent fiduciary advice, ensuring that clients' interests are always the top priority.
Investment Focus
- Accredited investor status required
- Alignment with firm's investment philosophy and strategies
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Endowment Wealth Management, Inc.
What sectors does Endowment Wealth Management, Inc. invest in?
Endowment Wealth Management, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Appleton, Wisconsin, United States. Endowment Wealth Management, Inc. is listed as a family office in the ConnectSafely investor database.
What stage does Endowment Wealth Management, Inc. invest at?
Endowment Wealth Management, Inc. backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Endowment Wealth Management, Inc. invest in?
Endowment Wealth Management, Inc. invests across United States.
Who are the partners at Endowment Wealth Management, Inc.?
Team members listed for Endowment Wealth Management, Inc. include ROBERT Riedl (CEO Wealth Mgmt -Multi-Family Office, Fee-Only Fiduciary Adviser, & Trust Services) and Prateek Mehrotra (Chief Investment Officer-Wealth Mgmt-Multi-Family Office & RIA Serving, Endowments, 401k plans, etc.).
What companies has Endowment Wealth Management, Inc. invested in?
Endowment Wealth Management, Inc.'s portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Endowment Wealth Management, Inc.?
Endowment Wealth Management, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
