Endowment Wealth Management- Financial Advisor Appleton, WI

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About Endowment Wealth Management

Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided holistic "Fee-Only Fiduciary" family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy. EWM's professional team has over 100 plus years of experience and works together to generate a detailed Family Wealth Plan, which is written in plain English! We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs. EWM currently has six offices and serves clients in 21 states. We provide every client with real-time access to our digital wealth portal and secured vault technologies.

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General Information

Firm Start Year

2013

No. of Employees

10-19

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

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Endowment Wealth Management