How has Endowment Wealth Management, Inc.- a Multi-Family Office's team size changed over time?

Endowment Wealth Management, Inc.- a Multi-Family Office's team has decreased from approximately 16 to 15 employees based on available data.

Endowment Wealth Management, Inc.- a Multi-Family Office Employee Directory

Q: What is the largest department at Endowment Wealth Management, Inc.- a Multi-Family Office?

The largest department at Endowment Wealth Management, Inc.- a Multi-Family Office is Finance with 5 employees.

Financial ServicesWisconsin, United States11-50 Employees

Endowment Wealth Management, Inc. operates as a registered investment adviser and multi-family office within the financial services sector. Based in Appleton, Wisconsin, the firm serves individuals and families as well as foundations, endowments, and retirement plans, offering financial and investment planning, retirement planning, estate and tax planning, and 401(k) programs. It is a fee-only independent fiduciary that employs a three-dimensional endowment investment philosophy designed to preserve multi-generational human capital across client families. In 2019, the firm expanded its offices to Appleton, Wisconsin, establishing its headquarters there. In 2026, Endowment Wealth Management was named among USA TODAY's Best Financial Advisory Firms for the year.

Endowment Wealth Management, Inc.- a Multi-Family Office Global Highlights

North America
30

United States Of America
30

Africa
6

Namibia
6

Europe
4

Switzerland
1
Ireland
1
United Kingdom Of Great Britain And Northern Ireland
1
Portugal
1

Asia
3

Iran
1
Israel
1
India
1

Endowment Wealth Management, Inc.- a Multi-Family Office's Leadership

P. M.
Chief Investment Officer-Wealth Mgmt-Multi-Family Office & Ria Serving, Endowments, 401k Plans, Etc
Mobile Phone
Email
M. D.
Chief Operating Officer
Mobile Phone
Email
T. L.
Chief Compliance Officer, Director Of Institutional Services
Mobile Phone
Email
H. B. H.
Founder & Managing Director
Mobile Phone
Email
D. S.
Owner
Mobile Phone
Email
I. T.
Investment Director
Mobile Phone
Email
P. I. T.
Fund And Portfolio Manager
Mobile Phone
Email
J. W.
Senior Wealth Advisor
Mobile Phone
Email

Endowment Wealth Management, Inc.- a Multi-Family Office Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Entrepreneurship
Finance
Accounting
Other

Contact profiles from Endowment Wealth Management, Inc.- a Multi-Family Office

Name

Title

Contact Info

Location

Last Update

M. R.
Associate Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Sep 17, 2024
B. G.
Wealth Analyst
Mobile Phone
Email
United StatesWisconsin
Sep 17, 2024
A. L.
Wealth Administrator
Mobile Phone
Email
United StatesWisconsin
May 31, 2026
K. S.
Member Board Of Directors
Mobile Phone
Email
United StatesWisconsin
Apr 21, 2026
V. T.
Associate Investment Consultant
Mobile Phone
Email
Namibia
Aug 08, 2025
H. B.
Wealth Administrator
Mobile Phone
Email
United StatesWisconsin
Apr 21, 2026
C. L.
Marketing Intern
Mobile Phone
Email
United StatesWisconsin
Apr 21, 2026
A. A.
Wealth Administrator
Mobile Phone
Email
Oct 24, 2024
J. B.
Finance Intern
Mobile Phone
Email
Oct 23, 2024
S. M.
Wealth Advisor
Mobile Phone
Email
Apr 16, 2026

Frequently Asked Questions

What is Endowment Wealth Management, Inc.- a Multi-Family Office known for?

Endowment Wealth Management, Inc.- a Multi-Family Office was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in W6272 Communication Court Appleton, Wisconsin 54914 United States; you can contact the main corporate office by phone at

+1-920-785-****

. Explore Endowment Wealth Management, Inc.- a Multi-Family Office's company overview page for more information.

What is Endowment Wealth Management, Inc.- a Multi-Family Office's most common email format?

Endowment Wealth Management, Inc.- a Multi-Family Office employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Endowment Wealth Management, Inc.- a Multi-Family Office email formats with LeadIQ.

How many employees does Endowment Wealth Management, Inc.- a Multi-Family Office have currently?

Endowment Wealth Management, Inc.- a Multi-Family Office has approximately 18 employees as of June 2026. These team members are located across 4 continents, including North AmericaAfricaEurope.

Who are Endowment Wealth Management, Inc.- a Multi-Family Office's key employees and leadership?

As of June 2026, Endowment Wealth Management, Inc.- a Multi-Family Office's key employees include:

Chief Investment Officer-Wealth Mgmt-Multi-Family Office & Ria Serving, Endowments, 401k Plans, Etc: P. M.
Chief Operating Officer: M. D.
Chief Compliance Officer, Director Of Institutional Services: T. L.
Founder & Managing Director: H. B. H.
Owner: D. S.

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Endowment Wealth Management, Inc.- a Multi-Family Office Employee Directory

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