Endowment Wealth Management
Finance · 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
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
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
