Skip to main content
Hit enter to search or ESC to close
Close Search
Endowment Wealth Management, Inc.
Menu
  • What We Do
  • Our Team
  • Our Solutions
    • – Endowment Investment Philosophy®
      • – Our Endowment Index®
      • – Endowment Investment Philosophy®
    • – Benefits of Alternative Investments
    • – 1031 Exchange Funds
    • – Qualified Opportunity Zone Funds
    • – Trust Investment Management
    • – Charitable Giving Options
    • – Fidelity HSA Option
  • Resources
    • – Become an EWM Client
    • – Contact Us
    • – Learning Center
    • – Blog
    • – Portfolio Construction
    • – Dave Ramsey SmartVestor
  • Request A Meeting
  • Client Center

EWM Media Mentions

Robert Riedl Named to Investopedia Top 100 Advisors List for 2019

Robert Riedl is quoted in the Wall Street Journal: “Adviser Finds an Annuity’s Hidden Benefit”

– Endowment Style Investing Creates Stability

– University Endowment Model Inspires Investment Firm

Investopedia Top 100 Advisors

Prateek Mehrotra Named to Investopedia Top 100 Advisors List for 2018

Robert Riedl is quoted in Marketwatch: “5 keys to a successful late-start retirement plan”

Robert Riedl is quoted on the Huffington Post: “What Do Stock Market Jolts Mean for My 401(k)?”

Foundation Source Announces New Strategic Alliance with Endowment Wealth Management

Recent Endowment Wealth Management Press Releases

2020 Press Releases

2019 Press Releases

2018 Press Releases

2017 Press Releases

Careers

ADV Part 2 Brochure

Form CRS

Privacy Policy

Disclosure

Contact Us

Endowment Wealth Management® Inc. (“EWM”) is an SEC registered investment adviser (RIA) serving clients throughout the United States. EWM and its representatives are in compliance with the current registration filing requirements imposed upon state registered investment advisers by those states in which EWM maintains clients. EWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

We use cookies to ensure that we give you the best possible experience on our website. By accepting, you consent to the terms of our Digital Privacy Policy. Digital Privacy Policy

EWM is a Proud Supporter!

Recent Posts

  • Endowment Index Increases for Week Ending April 2, 2021
  • Endowment Index Gains for Week Ended 3/26/2021
  • Endowment Index Declines for Week Ended 3/19/2021
  • Endowment Index Posts Gain for Week Ending 3/12/2021
My Tweets

Headquarters: (NEW DEC 2019)

W6272 Communication Ct.,
Appleton, WI 54914 Map
Ph. (920) 785-6010
Fax (920) 227-0521

Green Bay Office:

111 N. Broadway,
Ste. 100, Green Bay, WI 54303 Map
Ph. (920) 785-6010
Fax (920) 227-0521

Madison Office:

Regus Complex
2810 Crossroads Dr. Suite 4000,
Madison, WI 53718 Map
Ph. (608) 819-5899

Milwaukee Office:

Regus Complex
N19 W24400 Riverwood Dr. Suite 350,
Waukesha, WI 53188 Map
Ph. (262) 832-3827

Chicago Office:

360 Chicago Bldg. (Former John Hancock Bldg.)
875 N. Michigan Ave Suite 3100
Suite 3100 Chicago, IL 60611 Map
Ph. (312) 373-3850

Copyright 2019. All rights reserved.

Close Menu
  • What We Do
  • Our Team
  • Our Solutions
    • – Endowment Investment Philosophy®
      • – Our Endowment Index®
      • – Endowment Investment Philosophy®
    • – Benefits of Alternative Investments
    • – 1031 Exchange Funds
    • – Qualified Opportunity Zone Funds
    • – Trust Investment Management
    • – Charitable Giving Options
    • – Fidelity HSA Option
  • Resources
    • – Become an EWM Client
    • – Contact Us
    • – Learning Center
    • – Blog
    • – Portfolio Construction
    • – Dave Ramsey SmartVestor
  • Request A Meeting
  • Client Center