# Endowment Wealth Management

Endowment Wealth Management is a Multi Family Office based in Appleton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Appleton, United States
- **Region:** North America
- **Address:** W6272 Communication Court, Appleton, WI
- **Founded:** 1996
- **Assets under management:** 428 (Altss estimate)
- **Website:** endowmentwm.com
- **LinkedIn:** https://www.linkedin.com/company/endowment-wealth-management-inc-

## Regulatory record

- **CRD number:** 108652
- **SEC file number:** 801-112413
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108652

## About

Robert L. Riedl started the firm as a fee-only advisory practice that later expanded into a multi-family office. It now manages client capital with a focus on multi-generational planning and wealth preservation. The firm allocates across private equity, hedge funds, private credit, real estate, infrastructure and natural resources. It also runs direct co-investments and SPVs. Confirmed holdings include positions in Groq, Robinhood, Rubrik and Firefly Aerospace. Geographic exposure spans North America, Europe, Asia and other regions. Assets total $428 million. The firm operates additional offices in Green Bay, Chicago and Hilton Head Island. It maintains affiliations with Global Alternatives Investment Management and ETF Model Solutions. Prateek Mehrotra serves as CIO and works with Associated Trust Company on trust matters. The firm structures certain investments through affiliated vehicles such as EWM Alternative Investments and Unicorn Technology Fund II. This setup allows separate management of private fund activities from core advisory services.

## Sectors

- FinTech
- Private Equity
- Hedge Funds
- Real Estate
- AI/ML

## Offices

- Green Bay, WI
- Chicago, IL
- Hilton Head Island, SC

## People

- Robert L. Riedl — Founder, President and CEO
- Prateek Mehrotra — Chief Investment Officer

## Questions

### Who runs investment decisions at Endowment Wealth Management?

Robert L. Riedl serves as founder, president and CEO. Prateek Mehrotra acts as chief investment officer and oversees affiliated entities including Global Alternatives Investment Management.

### Does Endowment Wealth Management participate in fund commitments or only direct deals?

The firm uses both approaches. It commits to funds and also executes direct co-investments and SPVs through vehicles such as Global Alts SPV LLC.

### What investment stages does Endowment Wealth Management typically target?

The firm targets seed through late-stage venture as well as private equity and special situations.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/endowment-wealth-management-inc

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