Robert Riedl, CPA, CFP, AWMA

Robert Riedl, CPA, CFP, AWMA

President & CEO
Endowment Wealth Management, Inc. (A Multi-Family Office)
W6272 Communication Ct, APPLETON, Wisconsin 54914
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Robert Riedl, CPA, CFP, AWMA

Endowment Wealth Management is an SEC Registered Investment Adviser (RIA) that provides "Fee-Only Fiduciary Advice" wealth management services to clients throughout the United States. If you are looking for an independent  professional team that works together to provide a  comprehensive family wealth plan that incorporates retirement, investment, risk, estate, and wealth planning expertise please contact me and arrange a time for your "free wealth consultation".To learn more about our firm, professional team and Endowment Investment Philosophy® please visit


Certified Public Accountant (CPA)
Series 65


Marquette University BS is Accounting & Finance Duration: 1976 - 1980


Endowment Wealth Management, Inc. (A Multi-Family Office)

Our firm is an SEC Registered Investment Adviser (RIA) that is structured as a Multi-Family Office. Our professional team works together to provide 'Fee-Only Fiduciary' advice to clients throughout the United States. We currently have 5 offices located in WI (Milwaukee, Madison, Appleton, & Green Bay) and IL (Chicago).We specialize in implementing the 3-D Endowment Investment Philosophy which is utilized by most major University Endowments to manage their portfolio.



Are you a Fiduciary?


Do you receive any commissions or fees based on financial products you provide to clients?


Methods of Compensation

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All investments involve risk and potential loss of capital and, unless otherwise stated, are not insured or guaranteed. Interests in any alternative investment vehicle are offered only pursuant to the terms of a Confidential Private Placement Memorandum (the "Memorandum"), which is furnished only to qualified investors on a confidential basis for their consideration in connection with the private offering of limited partnership interests. For additional information on this risks of alternative investments, please visit our website. EWM and its affiliates do not accept investment instructions by e-mail or via telephone voice mail. Clients wishing to effect transactions, or requesting more information, should contact their EWM advisor. Any tax advice included in this written or electronic communication was not intended or written to be used, and it cannot be used by the taxpayer, for the purpose of avoiding any penalties that may be imposed on the taxpayer by any governmental taxing authority or agency.