Key facts
- ENDOWMENT WEALTH MANAGEMENT, INC. is a private equity firm based in APPLETON, WI.
Registered with the SEC
Form ADV · 2026-03 · CRD 108652- Regulatory AUM
- —
- Private fund assets
- $93.5M
- Private funds
- 11 · 7 venture, 4 private equity
- Staff
- 14
- Registered office
- APPLETON, WI
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for ENDOWMENT WEALTH MANAGEMENT, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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