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Insights

Multi-Family Focus Target families and foundations seeking fee-only, fiduciary-led wealth management with a 3-D Endowment Investment Philosophy. Position as a sustainable, multi-generational solution that aligns with endowment-style governance.

Generational Wealth Leverage their emphasis on protecting multi-generational human capital to cross-sell estate and tax planning, retirement planning, and legacy services to high-net-worth family offices and aspiring multi-family offices.

Institutional Approach Highlight their institutional-grade philosophy and governance—SEC-registered, fiduciary, and independent—to appeal to families transitioning from brokerage models to independent advisory relationships.

Growing Presence Capitalize on recent recognition as America’s Top Financial Advisory Firms 2026 and expanding office footprint to attract wealth clients seeking credible, award-winning advisory partners.

Digital Engagement Utilize existing tech stack and content channels (Google Ads tracking, YouTube, social media) to nurture prospects with educational content around planning, endowment investment philosophy, and family wealth sustainability.

Similar companies to Endowment Wealth Management, Inc.- a Multi-Family Office

Endowment Wealth Management, Inc.- a Multi-Family Office Tech Stack

Endowment Wealth Management, Inc.- a Multi-Family Office uses 8 technology products and services including AdRoll, Google Ads, Amazon Web Services, and more. Explore Endowment Wealth Management, Inc.- a Multi-Family Office's tech stack below.

Endowment Wealth Management, Inc.- a Multi-Family Office's Email Address Formats

Endowment Wealth Management, Inc.- a Multi-Family Office uses at least 4 email formats:
Endowment Wealth Management, Inc.- a Multi-Family Office Email FormatsExamplePercentage
First@endowmentwm.comJohn@endowmentwm.com
73%
First_Last@endowmentwm.comJohn_Doe@endowmentwm.com
9%
F_Last@endowmentwm.comJ_Doe@endowmentwm.com
9%
Last@endowmentwm.comDoe@endowmentwm.com
9%

Frequently Asked Questions

What is Endowment Wealth Management, Inc.- a Multi-Family Office's phone number?

Minus sign iconPlus sign icon You can contact Endowment Wealth Management, Inc.- a Multi-Family Office's main corporate office by phone at
+1-920-785-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Endowment Wealth Management, Inc.- a Multi-Family Office's official website and social media links?

Minus sign iconPlus sign iconEndowment Wealth Management, Inc.- a Multi-Family Office's official website is endowmentwm.com and has social profiles on LinkedIn.

How much revenue does Endowment Wealth Management, Inc.- a Multi-Family Office generate?

Minus sign iconPlus sign icon As of August 2026, Endowment Wealth Management, Inc.- a Multi-Family Office's annual revenue is estimated to be $10M - $25M.

What is Endowment Wealth Management, Inc.- a Multi-Family Office's SIC code and NAICS code?

Minus sign iconPlus sign iconEndowment Wealth Management, Inc.- a Multi-Family Office's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of August 2026, Endowment Wealth Management, Inc.- a Multi-Family Office has approximately 18 employees across 4 continents, including North America, Africa and Europe. Key team members include President: T. R., Founder & Managing Director: H. B. H. and Associate Investment Consultant: V. T. Explore Endowment Wealth Management, Inc.- a Multi-Family Office's employee directory with LeadIQ.

What industry does Endowment Wealth Management, Inc.- a Multi-Family Office belong to?

Minus sign iconPlus sign iconEndowment Wealth Management, Inc.- a Multi-Family Office operates in the Financial Services industry.

What technology does Endowment Wealth Management, Inc.- a Multi-Family Office use?

Minus sign iconPlus sign iconEndowment Wealth Management, Inc.- a Multi-Family Office's tech stack includes AdRoll, Google Ads, Amazon Web Services, Cloudinary, Sucuri, WordPress, Shopify and Constant Contact.

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

Minus sign iconPlus sign iconEndowment Wealth Management, Inc.- a Multi-Family Office's email format typically follows the pattern of First@endowmentwm.com. Find more Endowment Wealth Management, Inc.- a Multi-Family Office email formats with LeadIQ.

When was Endowment Wealth Management, Inc.- a Multi-Family Office founded?

Minus sign iconPlus sign iconEndowment Wealth Management, Inc.- a Multi-Family Office was founded in 1996.
Endowment Wealth Management, Inc.- a Multi-Family Office logo

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

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.

Section iconCompany Overview

Phone number
+1-920-785-****
Website
endowmentwm.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

    Endowment Wealth Management, Inc.- a Multi-Family Office's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • President at Endowment Wealth Management, Inc.- a Multi-Family Office
    T. R.
    President
    Mobile Phone
  • Founder & Managing Director at Endowment Wealth Management, Inc.- a Multi-Family Office
    H. B. H.
    Founder & Managing Director
    Mobile Phone
  • Associate Investment Consultant at Endowment Wealth Management, Inc.- a Multi-Family Office
    V. T.
    Associate Investment Consultant
    Mobile Phone
  • Wealth Administrator at Endowment Wealth Management, Inc.- a Multi-Family Office
    A. A.
    Wealth Administrator
    Mobile Phone
  • Finance Intern at Endowment Wealth Management, Inc.- a Multi-Family Office
    J. B.
    Finance Intern
    Mobile Phone

Employee Directory

  • Wealth Advisor at Endowment Wealth Management, Inc.- a Multi-Family Office
    S. M.
    Wealth Advisor
    Mobile Phone

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