Endowment Wealth Management Inc
Legal Name: ENDOWMENT WEALTH MANAGEMENT, INC.
Full Contact Details
Endowment Wealth Management Inc
2200 NORTH RICHMOND STREET, SUITE 200, APPLETON, WI
920-785-6010
920.227.0521
Other Info
Endowment Wealth Management Inc, also known as ENDOWMENT WEALTH MANAGEMENT, INC., is a dynamic financial advisory firm based in Wisconsin. The company boasts a team of 8 skilled professionals, 6 of whom work in advisory roles dedicated to serving their clients. While the exact number of clients served remains unknown, the firm's approval status with the U.S. Securities and Exchange Commission since February 2018 indicates its dedication to expertly navigating the world of wealth management.
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Direct Owners
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0913, LLC
SHAREHOLDER owns more than 10% but less than 25%
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JOBA IRREVOCABLE TRUST
SHAREHOLDER owns more than 5% but less than 10%
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LARRY L. RICE AND NANCY E. RICE JOINT REVOCABLE LIVING TRUST
SHAREHOLDER owns more than 5% but less than 10%
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OTHMAR GROUP, LLC
SHAREHOLDER owns more than 5% but less than 10%
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PRATEEK NMN MEHROTRA
SHAREHOLDER/VICE PRESIDENT/ SECRETARY/ CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%
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ROBERT LOUIS RIEDL
SHAREHOLDER/PRESIDENT/ CHIEF FINANCIAL OFFICER/ TREASURER/ DIRECTOR OF WEALTH MANAGEMENT/ CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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ROLAND G. AND SUE E. STEPHENSON REVOCABLE TRUST
SHAREHOLDER owns more than 10% but less than 25%
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WENDY STEPHENSON ORTH
SHAREHOLDER owns more than 5% but less than 10%
Indirect Owners
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JOSEPH EDWARD DAGROSA
TRUSTEE owns 75% or more
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LARRY LEE RICE
TRUSTEE owns more than 50% but less than 75%
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NANCY EILEEN RICE
TRUSTEE owns more than 50% but less than 75%
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PAUL OTHMAR GEHL
MANAGING MEMBER owns 75% or more
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ROLAND GLEN STEPHENSON
TRUSTEE owns more than 50% but less than 75%
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SUE ELLEN STEPHENSON
TRUSTEE owns more than 50% but less than 75%
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TODD CHARLES THIEL
MEMBER owns 75% or more
Marketers
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NORTH CAPITAL PRIVATE SECURITIES CORPORATION
United States