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
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
1
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2
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 News & Media
Endowment Index® Q1 2022 Performance Update
APPLETON, Wis., April 19, 2022 /PRNewswire/ -- The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) declined 6.32% (on a total return basis), for the quarter ended March 31, 2022, which compares to a Global 60-40 portfolio which declined 5.62% for the same period. The top...Endowment Index Rises 14.59% in 2021
Oil and gas commodities led all asset classes with a 75.59% gain, while gold lost nearly 4%.Endowment Index® Second Quarter 2021 Performance Update
APPLETON, Wis., July 14, 2021 /PRNewswire/ -- The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) gained 6.17% (on a total return basis) for the second quarter ended June 30, 2021. This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which increased 6.11% for...Endowment Index® First Quarter 2021 Performance Update
APPLETON, Wis., April 12, 2021 /PRNewswire/ -- The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) increased 4.43% (on a total return basis) for the quarter ended March 31, 2021. This compares to a Global 60-40 Index (60% Stocks, 40% Bonds), which gained 1.02% for the same...
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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
