Endowment Wealth Management, Inc.
W6272 COMMUNICATION COURT, Appleton, Wisconsin 54914-8531
SEC CRD#108652
Last ADV filed: 02/13/2026
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Fee-Only Verified
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
Clean Disciplinary Record
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Additional Compensation Disclosed
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Compensation methods:
Percentage of AUMHourly feesFixed feesPerformance-based fees
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.