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ENDOWMENT WEALTH MANAGEMENT, INC.

APPLETON, WI · CRD 108652 · IAPD ↗ · 920-785-6010

$609.2MRegulatory AUM
10Advisory reps
14Employees
0Clients
26-50Planning clients
11Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ENDOWMENT WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($427.6M -> $609.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
March 2026 — ENDOWMENT WEALTH MANAGEMENT, INC. notice-filed in NC, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — ENDOWMENT WEALTH MANAGEMENT, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2025 — ENDOWMENT WEALTH MANAGEMENT, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — ENDOWMENT WEALTH MANAGEMENT, INC. notice-filed in MN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — ENDOWMENT WEALTH MANAGEMENT, INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
April 2024 — ENDOWMENT WEALTH MANAGEMENT, INC. changed its website from wealthminder.com to thervo.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2024 — ENDOWMENT WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.