Endowment Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
w6272 Communication Ct, Appleton, Wiscon...Phone Number
(920) 785-6010Website
www.endowmentwm.comRevenue
$8.2 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
2
2
2
1
About Endowment Wealth Management
Endowment Wealth Management, Inc. is a SEC Registered Investment Adviser that provides holistic, fee-only fiduciary wealth management services to clients across the United States. Utilizing a Multi-Family Office structure, the company focuses on protecting family wealth and helping clients achieve their personal financial goals. Their services include alternative investments, cash management, trust investment management, and charitable giving options. With a mission to empower clients to become stewards of their family wealth, they aim to instill confidence and direction in their financial planning.Explore more
Endowment Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Endowment Wealth Manageme...
$8.2M
11-50
Private
<$5M
1996
CP
Christopher PlattenChief Financial Officer
Company Profile Activity
Activity Insights
Endowment Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Endowment Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Endowment Wealth Management.
Endowment Wealth Management financials insights
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2020
Debt
$150K
Endowment Wealth Management Tech Stack
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Endowment Wealth Management, Inc. is a SEC Registered Investment Adviser that provides holistic, fee-only fiduciary wealth management services to clients across the United States. Utilizing a Multi-Family Office structure, the company focuses on protecting family wealth and helping clients achieve their personal financial goals. Their services incl... Read More
