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- Custodian
- Fidelity/NFS · Millennium Trust · Raymond James · Stifel
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-13-2013
- Office Locations
- 3
Office Locations
About Endowment Wealth Management, Inc.
Endowment Wealth Management is a fee-only, fiduciary SEC-registered RIA operating as a multi-family office, providing holistic wealth management for families focused on sustaining multi-generational wealth, unity, and legacy. Its 3-D Endowment Investment Philosophy guides portfolios often implemented with ETFs and select public/private funds and alternatives, with a national footprint across 26 states and 6 locations.
Team overview
Insights
Accredited Investors
Asset Classes
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Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WENDY STEPHENSON ORTH
--
- CRD
- --
- Ownership
- 5% but less than 10%
TIMOTHY JOSEPH LANDOLT
Advisor, Chief Compliance Officer
- CRD
- #1503180
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JAMIE RICHARD BROWN
Senior Investment Officer
- CRD
- #5463760
Kylie Rae Coenen
--
- CRD
- #8310454
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $402,535,915 | $167,653 |
| Non-Discretionary | $206,686,721 | $315,071 |
| Total | $609,222,636 | $199,288 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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