ENDOWMENT WEALTH MANAGEMENT, INC.

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UUID28841136-d7f2-5cb7-8598-b7c216490185

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:33

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	108652	108652	—	1.0
cik	0001904477	1904477	—	—
sec_file_number	801-112413	801-112413	—	—

Profile

WebsiteHTTPS://WWW.ENDOWMENTWM.COM/

HQ CityAPPLETON

HQ StateWI

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)427,600,085.0
RAUM (discretionary)281,028,502.0
Actionable assets298,861,737.0
Accounts2,403.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM0.0
HNW AUM251,206,928.0

As of 2025-07-28 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
GEHL, PAUL, OTHMAR	MANAGING MEMBER	OFFICER	—	{"filing_id": "2017718", "owner_id": "6797088", "source": "adv_part1", "table": "Schedule_A_B"}
LANDOLT, TIMOTHY, JOSEPH	CHIEF COMPLIANCE OFFICER, SHAREHOLDER	OFFICER	—	{"filing_id": "2017718", "owner_id": "1503180", "source": "adv_part1", "table": "Schedule_A_B"}
MEHROTRA, PRATEEK, NMN	SHAREHOLDER/VICE PRESIDENT/ SECRETARY/ CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2017718", "owner_id": "4618007", "source": "adv_part1", "table": "Schedule_A_B"}
RICE, LARRY, LEE	TRUSTEE	OFFICER	—	{"filing_id": "2017718", "owner_id": "6797064", "source": "adv_part1", "table": "Schedule_A_B"}
RICE, NANCY, EILEEN	TRUSTEE	OFFICER	—	{"filing_id": "2017718", "owner_id": "6797073", "source": "adv_part1", "table": "Schedule_A_B"}
RIEDL, ROBERT, LOUIS	SHAREHOLDER/PRESIDENT/ CHIEF FINANCIAL OFFICER/ TREASURER/ DIRECTOR OF WEALTH MANAGEMENT	OFFICER	—	{"filing_id": "2017718", "owner_id": "1109543", "source": "adv_part1", "table": "Schedule_A_B"}
STEPHENSON, ROLAND, GLEN	LIMITED PARTNER	OFFICER	—	{"filing_id": "2017718", "owner_id": "6797077", "source": "adv_part1", "table": "Schedule_A_B"}
STEPHENSON, SUE, ELLEN	LIMITED PARTNER	OFFICER	—	{"filing_id": "2017718", "owner_id": "6797082", "source": "adv_part1", "table": "Schedule_A_B"}
THIEL, TODD, CHARLES	MEMBER	OFFICER	—	{"filing_id": "2017718", "owner_id": "2315886", "source": "adv_part1", "table": "Schedule_A_B"}
0913, LLC	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2017718", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LARRY L. RICE AND NANCY E. RICE JOINT REVOCABLE LIVING TRUST	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2017718", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ORTH, WENDY, STEPHENSON	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2017718", "owner_id": "6446753", "source": "adv_part1", "table": "Schedule_A_B"}
OTHMAR GROUP, LLC	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2017718", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
STEPHENSON FAMILY LIMITED PARTNERSHIP LP	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2017718", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:33 • csv
```
{
  "date_submitted": "09/24/2025 03:21:56 PM",
  "filing_id": "2017718",
  "reg_type": "IA"
}
```