ENDOWMENT WEALTH MANAGEMENT, INC.
CRD #108652 SEC #801-112413 APPLETON, WI 920-785-6010
SEC Registered Private Funds
Total AUM
$427.6M
Discretionary
$281M
Employees
13
Clients
26
Accounts
2,403
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $427.6M | $281M | $146.6M | 13 | 0 |
| Sep 2025 | $427.6M | $281M | $146.6M | 13 | 0 |
| Jul 2025 | $427.6M | $281M | $146.6M | 13 | 0 |
| Jun 2025 | $427.6M | $281M | $146.6M | 13 | 0 |
| Mar 2025 | $427.6M | $281M | $146.6M | 13 | 0 |
| Jan 2025 | $354.5M | $288.5M | $66M | 12 | 0 |
| Aug 2024 | $354.5M | $288.5M | $66M | 12 | 0 |
| Aug 2024 | $354.5M | $288.5M | $66M | 12 | 0 |
| Jun 2024 | $354.5M | $288.5M | $66M | 12 | 0 |
| May 2024 | $354.5M | $288.5M | $66M | 12 | 0 |
| Mar 2024 | $354.5M | $288.5M | $66M | 12 | 0 |
| Dec 2023 | $296.2M | $264.2M | $32.1M | 12 | 0 |
| Nov 2023 | $296.2M | $264.2M | $32.1M | 12 | 0 |
| Jun 2023 | $296.2M | $264.2M | $32.1M | 12 | 0 |
| Apr 2023 | $296.2M | $264.2M | $32.1M | 12 | 0 |
| Apr 2023 | $296.2M | $264.2M | $32.1M | 12 | 0 |
| Mar 2023 | $296.2M | $264.2M | $32.1M | 12 | 0 |
| Jan 2023 | $294.6M | $269.5M | $25.1M | 10 | 0 |
| Sep 2022 | $294.6M | $269.5M | $25.1M | 10 | 0 |
| Jun 2022 | $294.6M | $269.5M | $25.1M | 10 | 0 |
| May 2022 | $294.6M | $269.5M | $25.1M | 10 | 0 |
| Mar 2022 | $294.6M | $269.5M | $25.1M | 10 | 0 |
| Feb 2022 | $229.8M | $212.7M | $17M | 9 | 0 |
| Jan 2022 | $229.8M | $212.7M | $17M | 9 | 0 |
| Jan 2022 | $229.8M | $212.7M | $17M | 9 | 0 |
| Oct 2021 | $229.8M | $212.7M | $17M | 9 | 0 |
| Jun 2021 | $229.8M | $212.7M | $17M | 8 | 0 |
| Mar 2021 | $229.8M | $212.7M | $17M | 8 | 0 |
| Jun 2020 | $179.1M | $177.9M | $1.3M | 8 | 0 |
| May 2020 | $179.1M | $177.9M | $1.3M | 8 | 0 |
| Dec 2019 | $158.2M | $156.5M | $1.6M | 8 | 0 |
| Sep 2019 | $158.2M | $156.5M | $1.6M | 8 | 0 |
| Jun 2019 | $158.2M | $156.5M | $1.6M | 8 | 0 |
| Jun 2019 | $158.2M | $156.5M | $1.6M | 8 | 0 |
| Mar 2019 | $158.2M | $156.5M | $1.6M | 8 | 0 |
| Dec 2018 | $133.5M | $131.8M | $1.7M | 8 | 106 |
| Oct 2018 | $133.5M | $131.8M | $1.7M | 8 | 106 |
| Aug 2018 | $133.5M | $131.8M | $1.7M | 8 | 106 |
| May 2018 | $133.5M | $131.8M | $1.7M | 7 | 106 |
| Mar 2018 | $133.5M | $131.8M | $1.7M | 7 | 106 |
| Feb 2018 | $127.9M | $126.2M | $1.7M | 6 | 112 |
| Feb 2018 | $127.9M | $126.2M | $1.7M | 6 | 112 |
| Jan 2018 | $127.9M | $126.2M | $1.7M | 6 | 112 |
| Mar 2010 | $62.2M | $297.6K | $61.9M | 5 | -- |
| Jan 2008 | $79.6M | $79.1M | $481.2K | 5 | -- |
| Mar 2007 | $76.3M | $75.7M | $574.3K | 5 | -- |
| Jan 2007 | $76.3M | $75.7M | $574.3K | 5 | -- |
| Feb 2006 | $70.8M | $70.2M | $602K | 5 | -- |
| Dec 2005 | $72.8M | $72.1M | $651.5K | 5 | -- |
| Jun 2004 | $68.7M | $68M | $719.1K | 5 | -- |
| Nov 2003 | $41M | $40.4M | $611.2K | 5 | -- |
| Apr 2002 | $60.4M | $55.3M | $5.1M | 5 | -- |
| Jun 2001 | $60.4M | $55.3M | $5.1M | 5 | -- |
DateDec 2025
Total AUM$427.6M
Discretionary$281M
Non-Disc.$146.6M
Employees13
Clients0
DateSep 2025
Total AUM$427.6M
Discretionary$281M
Non-Disc.$146.6M
Employees13
Clients0
DateJul 2025
Total AUM$427.6M
Discretionary$281M
Non-Disc.$146.6M
Employees13
Clients0
DateJun 2025
Total AUM$427.6M
Discretionary$281M
Non-Disc.$146.6M
Employees13
Clients0
DateMar 2025
Total AUM$427.6M
Discretionary$281M
Non-Disc.$146.6M
Employees13
Clients0
DateJan 2025
Total AUM$354.5M
Discretionary$288.5M
Non-Disc.$66M
Employees12
Clients0
DateAug 2024
Total AUM$354.5M
Discretionary$288.5M
Non-Disc.$66M
Employees12
Clients0
DateAug 2024
Total AUM$354.5M
Discretionary$288.5M
Non-Disc.$66M
Employees12
Clients0
DateJun 2024
Total AUM$354.5M
Discretionary$288.5M
Non-Disc.$66M
Employees12
Clients0
DateMay 2024
Total AUM$354.5M
Discretionary$288.5M
Non-Disc.$66M
Employees12
Clients0
DateMar 2024
Total AUM$354.5M
Discretionary$288.5M
Non-Disc.$66M
Employees12
Clients0
DateDec 2023
Total AUM$296.2M
Discretionary$264.2M
Non-Disc.$32.1M
Employees12
Clients0
DateNov 2023
Total AUM$296.2M
Discretionary$264.2M
Non-Disc.$32.1M
Employees12
Clients0
DateJun 2023
Total AUM$296.2M
Discretionary$264.2M
Non-Disc.$32.1M
Employees12
Clients0
DateApr 2023
Total AUM$296.2M
Discretionary$264.2M
Non-Disc.$32.1M
Employees12
Clients0
DateApr 2023
Total AUM$296.2M
Discretionary$264.2M
Non-Disc.$32.1M
Employees12
Clients0
DateMar 2023
Total AUM$296.2M
Discretionary$264.2M
Non-Disc.$32.1M
Employees12
Clients0
DateJan 2023
Total AUM$294.6M
Discretionary$269.5M
Non-Disc.$25.1M
Employees10
Clients0
DateSep 2022
Total AUM$294.6M
Discretionary$269.5M
Non-Disc.$25.1M
Employees10
Clients0
DateJun 2022
Total AUM$294.6M
Discretionary$269.5M
Non-Disc.$25.1M
Employees10
Clients0
DateMay 2022
Total AUM$294.6M
Discretionary$269.5M
Non-Disc.$25.1M
Employees10
Clients0
DateMar 2022
Total AUM$294.6M
Discretionary$269.5M
Non-Disc.$25.1M
Employees10
Clients0
DateFeb 2022
Total AUM$229.8M
Discretionary$212.7M
Non-Disc.$17M
Employees9
Clients0
DateJan 2022
Total AUM$229.8M
Discretionary$212.7M
Non-Disc.$17M
Employees9
Clients0
DateJan 2022
Total AUM$229.8M
Discretionary$212.7M
Non-Disc.$17M
Employees9
Clients0
DateOct 2021
Total AUM$229.8M
Discretionary$212.7M
Non-Disc.$17M
Employees9
Clients0
DateJun 2021
Total AUM$229.8M
Discretionary$212.7M
Non-Disc.$17M
Employees8
Clients0
DateMar 2021
Total AUM$229.8M
Discretionary$212.7M
Non-Disc.$17M
Employees8
Clients0
DateJun 2020
Total AUM$179.1M
Discretionary$177.9M
Non-Disc.$1.3M
Employees8
Clients0
DateMay 2020
Total AUM$179.1M
Discretionary$177.9M
Non-Disc.$1.3M
Employees8
Clients0
DateDec 2019
Total AUM$158.2M
Discretionary$156.5M
Non-Disc.$1.6M
Employees8
Clients0
DateSep 2019
Total AUM$158.2M
Discretionary$156.5M
Non-Disc.$1.6M
Employees8
Clients0
DateJun 2019
Total AUM$158.2M
Discretionary$156.5M
Non-Disc.$1.6M
Employees8
Clients0
DateJun 2019
Total AUM$158.2M
Discretionary$156.5M
Non-Disc.$1.6M
Employees8
Clients0
DateMar 2019
Total AUM$158.2M
Discretionary$156.5M
Non-Disc.$1.6M
Employees8
Clients0
DateDec 2018
Total AUM$133.5M
Discretionary$131.8M
Non-Disc.$1.7M
Employees8
Clients106
DateOct 2018
Total AUM$133.5M
Discretionary$131.8M
Non-Disc.$1.7M
Employees8
Clients106
DateAug 2018
Total AUM$133.5M
Discretionary$131.8M
Non-Disc.$1.7M
Employees8
Clients106
DateMay 2018
Total AUM$133.5M
Discretionary$131.8M
Non-Disc.$1.7M
Employees7
Clients106
DateMar 2018
Total AUM$133.5M
Discretionary$131.8M
Non-Disc.$1.7M
Employees7
Clients106
DateFeb 2018
Total AUM$127.9M
Discretionary$126.2M
Non-Disc.$1.7M
Employees6
Clients112
DateFeb 2018
Total AUM$127.9M
Discretionary$126.2M
Non-Disc.$1.7M
Employees6
Clients112
DateJan 2018
Total AUM$127.9M
Discretionary$126.2M
Non-Disc.$1.7M
Employees6
Clients112
DateMar 2010
Total AUM$62.2M
Discretionary$297.6K
Non-Disc.$61.9M
Employees5
Clients--
DateJan 2008
Total AUM$79.6M
Discretionary$79.1M
Non-Disc.$481.2K
Employees5
Clients--
DateMar 2007
Total AUM$76.3M
Discretionary$75.7M
Non-Disc.$574.3K
Employees5
Clients--
DateJan 2007
Total AUM$76.3M
Discretionary$75.7M
Non-Disc.$574.3K
Employees5
Clients--
DateFeb 2006
Total AUM$70.8M
Discretionary$70.2M
Non-Disc.$602K
Employees5
Clients--
DateDec 2005
Total AUM$72.8M
Discretionary$72.1M
Non-Disc.$651.5K
Employees5
Clients--
DateJun 2004
Total AUM$68.7M
Discretionary$68M
Non-Disc.$719.1K
Employees5
Clients--
DateNov 2003
Total AUM$41M
Discretionary$40.4M
Non-Disc.$611.2K
Employees5
Clients--
DateApr 2002
Total AUM$60.4M
Discretionary$55.3M
Non-Disc.$5.1M
Employees5
Clients--
DateJun 2001
Total AUM$60.4M
Discretionary$55.3M
Non-Disc.$5.1M
Employees5
Clients--