6
52
Growth Score 6 in past quarter
6 pts
Heat Score 52 in past quarter
11 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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A Registered Investment Adviser (RIA).
- Robert L. Riedl: CEO
- Prateek Mehrotra: Chief Investment OfficerPast Role: Sumnicht & Associates, Chief Investment Officer of Multi-Family Office and RIA
About the Company
Endowment Wealth Management, Inc. is a Registered Investment Adviser (RIA) headquartered in Appleton, WI with offices in Milwaukee and Chicago. The firm provides advisory services as a fee-based fiduciary to high net worth families, retirement plans, and institutions. Registration does not imply a certain level of skill or training.