ENDOWMENT WEALTH MANAGEMENT, INC.
C14
CRD 108652·SEC 801-112413·APPLETON, WI
AUM
$609.2M
$500M-$1B
Est. Revenue
$6.1M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $158.2M
'21 · $179.1M
'22 · $229.8M
'23 · $294.6M
'25 · $427.6M
'26 · $609.2M
'20'26
$158.2M → $609.2M▲ +285%
Client mix
| Individuals Other | 326 |
| Individuals High Net Worth | 145 |
| Pooled Investment Vehicles | 11 |
| Pension Profit Sharing Plans | 4 |
| Charitable Organizations | 4 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 9 advisors
'26 · 10 advisors
'20'26
6 advisors → 10 advisors▲ +67%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2017-02-232017-02-23 · 0001670448-17-000001
2016-04-052016-04-05 · 0001670448-16-000002
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2200 N. RICHMOND STREETSUITE 200APPLETON, WI 54911
Business
2200 N. RICHMOND STREETSUITE 200APPLETON, WI 54911