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Endowment Wealth Management, Inc.

Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on June 7, 2019
      • $158.2M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 61
        number of clients
      • $2.6M
        Estimated Average Account Balance Per Client

    Services

    Firm Services

    • Financial Planning
      • -Estate Planning
      • -Comprehensive Financial Planning
      • -Retirement Planning
      • -College Planning
      • -Charitable Planning
      • -Other Financial Planning
      • -Tax Planning
    • Insurance
      • -Life Insurance
      • -Health Insurance
      • -Long-Term Care Insurance
      • -Annuities
      • -Property & Casualty Insurance
      • -Business Insurance
      • -Other Insurance
    • Pension Consulting
      • -401k
      • -403b
      • -457
      • -Defined Benefit
      • -Other Pension Consulting
    • Portfolio Management
      • -Individuals and/or Small Businesses
      • -Investment Companies
      • -Businesses or Institutional Clients
      • -Other Portfolio Management
    • Accounting & Tax
      • -Tax Advice
      • -Other Tax

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    8

    name start date
    Prateek Mehrotra, MBA, CFA®, CAIA®
    March 2013
    Robert L. Riedl, CPA, CFP®, AWMA®
    March 2013
    Wendy Stephenson Orth
    February 2015
    John David Weninger
    December 2017
    Samuel Benjamin Moore
    September 2018

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Etf Model Solutions, LLC IAR $7,976,450
      Robert L. Riedl -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Prateek Mehrotra Shareholder/Vice President/ Secretary/ Chief Investment Officer February, 2013 10% to 25%
        Robert Louis Riedl Shareholder/President/ Chief Financial Officer/ Treasurer/ Director Of Wealth Management/ Chief Compliance Officer February, 2013 10% to 25%
        Wendy Stephenson Orth Shareholder December, 2015 5% to 10%
          Source: SEC

          Fees

          Fee Only Firm
          $
          This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

          Types of Compensation Arrangements

          • Percentage Of Assets