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

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

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.

Find Endowment Wealth Management, Inc.- a Multi-Family Office employees' phone numbers or email addresses

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

Location
Employees

North America
28

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  • United States Of America
    28

Africa
6

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  • Namibia
    6

Europe
4

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

Asia
3

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  • Israel
    1
  • Iran
    1
  • India
    1

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

  • Stylized image of a person
    T. R.
    President
    Mobile Phone
  • Stylized image of a person
    H. B. H.
    Founder & Managing Director
    Mobile Phone
  • Stylized image of a person
    V. T.
    Associate Investment Consultant
    Mobile Phone
  • Stylized image of a person
    A. A.
    Wealth Administrator
    Mobile Phone
  • Stylized image of a person
    J. B.
    Finance Intern
    Mobile Phone
  • Stylized image of a person
    S. M.
    Wealth Advisor
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    H. B. H.
    Founder & Managing Director
    Mobile Phone
    Namibia
    Oct 17, 2025
  • Stylized image of a person
    T. R.
    President
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    V. T.
    Associate Investment Consultant
    Mobile Phone
    Namibia
    Aug 08, 2025
  • Stylized image of a person
    A. A.
    Wealth Administrator
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    J. B.
    Finance Intern
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. M.
    Wealth Advisor
    Mobile Phone
    May 12, 2026

Frequently Asked Questions

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

Minus sign iconPlus sign iconEndowment Wealth Management, Inc.- a Multi-Family Office was founded in 1996 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconEndowment 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?

Minus sign iconPlus sign iconEndowment Wealth Management, Inc.- a Multi-Family Office has approximately 18 employees as of July 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?

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

  • President: T. R.
  • Founder & Managing Director: H. B. H.
  • Associate Investment Consultant: V. T.
  • Wealth Administrator: A. A.
  • Finance Intern: J. B.

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