Endowment Wealth Management

Asset Manager SEC-registered adviser

Legal name: Endowment Wealth Management, Inc.

Appleton, WI Website LinkedIn X

AUM

$609.2M
Regulatory AUM

Private funds

11
Venture Capital 7 · Private Equity 4

Private fund assets

$93.5M
Gross asset value

Employees

14

Last Form D raise

Nov 2025
Most recent fund filing

From SEC Form ADV filing (filed Jul 6, 2026). View on SEC

People(8)

Owners and executive officers named on the firm's SEC Form ADV.

D
Debra Riedl
Trustee, The Riedl Family Revocable Trust
Source: SEC Form ADV
L
Larry Rice
Trustee, Larry L. Rice and Nancy E. Rice Joint Revocable Living Trust
Source: SEC Form ADV
N
Nancy Rice
Trustee, Larry L. Rice and Nancy E. Rice Joint Revocable Living Trust
Source: SEC Form ADV
P
Paul Gehl
Managing Member, Othmar Group
Source: SEC Form ADV
P
Prateek Mehrotra
Vice President/ Secretary/ Chief Investment Officer
Source: SEC Form ADV
R
Richa Mehrotra
Trustee, Prateek Mehrotra & Richa Mehrotra Joint Revocable Living Trust
Source: SEC Form ADV
R
Robert Riedl
President/ Chief Executive Officer/ Treasurer/ Director of Wealth Management
Source: SEC Form ADV
T
Todd Thiel
Member, 0913
Source: SEC Form ADV

Funds(11)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Global Alts LLC - Unicorn Tech Fund IIIVenture Capital$8.0M——Nov 2025Warm
Global Alts SPV LLC - Groq AIVenture Capital$37.1M$10.7M82Aug 2024Cold
Global Alts SPV LLC - Nse IndiaPrivate Equity$9.3M——Oct 2023Cold
Global Alts SPV LLC - SeedPrivate Equity$5.2M$3.8M17Dec 2022Cold
Global Alts SPV LLC - LsVenture Capital$5.2M$6.0M25Apr 2022Cold
Global Alts Fintech Fund II LLCVenture Capital$2.0M$1.4M5Jan 2022Cold
Ewm Alternative Investments SPV, Llc-Series 7-Unicorn Tech Fund IIVenture Capital$8.5M$1.0M1Jan 2021Cold
Ewm Alternative Investments SPV, LLC - Series 4 - CbdVenture Capital$2.0M$950K12Jan 2018Cold
Ewm Alternative Investments SPV, LLC - Series 5 - FintechVenture Capital$16.0M$500K2Jan 2018Cold
Ewm Alternative Investments SPV, LLC - Series 3 - Towers & FiberPrivate Equity$163K$4.1M16Jun 2017Cold
Ewm Special Purpose Vehicle- Ade, LLCPrivate Equity$83K$5.7M17Feb 2017Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
108652
SEC file number
801-112413
CIK
1904477

Sources