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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 Dec. 26, 2019
      • $8.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 65
        Accounts
      • $122.7K
        Estimated Average Account Balance

    Services

    Firm Services

    • Portfolio Management
      • -Individuals and/or Small Businesses
      • -Businesses or Institutional Clients
      • -Other Portfolio Management

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    6

    name start date
    Robert L. Riedl, CPA, CFP®, AWMA®
    November 2013
    Prateek Mehrotra, MBA, CFA®, CAIA®
    November 2013
    John David Weninger
    February 2018
    Samuel Benjamin Moore
    September 2018
    Jamie Richard Brown
    September 2018

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Endowment Wealth Management, Inc. IAR $158,154,231
      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 Managing Member, Chief Investment Officer May, 2013 10% to 25%
        Robert Louis Riedl Managing Member, Chief Compliance Officer May, 2013 10% to 25%
        Wendy Stephenson Orth Member December, 2015 5% to 10%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets