← Tributary

ENDOWE ADVISORY LLC

SAN JOSE, CA · CRD 338697 · IAPD ↗ · endowe.com · 650-469-3120

$300Regulatory AUM
1Advisory reps
1Employees
1Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
June 2026 — ENDOWE ADVISORY LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
January 2026 — ENDOWE ADVISORY LLC (SAN JOSE, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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