Company Information

Get to know Endowment Wealth Management, Inc.- a Multi-Family Office

Endowment Wealth Management, Inc. is a Registered Investment Adviser (RIA) that functions as a multi-family office, serving as a personal CFO for a select group of affluent families. The firm operates on a fiduciary basis, providing comprehensive and objective wealth management services that include financial planning, investment management, advanced tax and estate planning, and philanthropic strategies. Founded on the principle of separating financial advice from the sale of financial products, the company focuses on building long-term, multi-generational relationships with its clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Endowment Wealth Management, Inc.- a Multi-Family Office

United States

Founded in

1996 (30 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.