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Endowment Wealth Management (EWM) Background & Overview Overview
Type
Multi-Family Office
General Information
Endowment Wealth Management (EWM) is a multi-family office headquartered in Appleton. The firm serves families, endowments, foundations, trusts, and individual investors with a focus on holistic wealth management and fiduciary services. EWM operates as an SEC Registered Investment Advisor, offering independent investment advice and personalized portfolio strategies—supports clients in managing, preserving, and growing multi-generational wealth through tailored solutions and disciplined oversight.
Contact Information
Website:
Year Founded:
Endowment Wealth Management (EWM) Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi-Family Office
Endowment Wealth Management (EWM) Leadership & Principals
Title:
Email:
Corporate Office:
Appleton, United States
Endowment Wealth Management (EWM) Portfolio & Notable Allocations
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