Chief Compliance Officer

0001214659-22-002422.txt : 20220211 0001214659-22-002422.hdr.sgml : 20220211 20220211172718 ACCESSION NUMBER: 0001214659-22-002422 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Endowment Wealth Management, Inc. CENTRAL INDEX KEY: 0001904477 IRS NUMBER: 391849798 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21870 FILM NUMBER: 22622936 BUSINESS ADDRESS: STREET 1: W6272 COMMUNICATION CT. CITY: APPLETON STATE: WI ZIP: 54914-8531 BUSINESS PHONE: 920-785-6010 MAIL ADDRESS: STREET 1: W6272 COMMUNICATION CT. CITY: APPLETON STATE: WI ZIP: 54914-8531 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001904477 XXXXXXXX 12-31-2021 12-31-2021 false Endowment Wealth Management, Inc.

W6272 COMMUNICATION CT. APPLETON WI 54914-8531

13F COMBINATION REPORT 028-21870 0001407543 028-13411 ENVESTNET ASSET MANAGEMENT INC N Robert L. Riedl Chief Compliance Officer 920-785-6010 /s/ Robert L. Riedl Appleton WI 02-10-2022 1 126 98917 1 0001407543 028-13411 ENVESTNET ASSET MANAGEMENT INC INFORMATION TABLE 2 infotable.xml 23ANDME HOLDING CO CLASS A COM 90138Q108 847 127177 SH SOLE 126177 0 1000 ABBVIE INC COM 00287Y109 408 3014 SH OTR 1 0 0 3014 ABERDEEN STD PRECIOUS METALS PHYSCL PM BASKET 003263100 352 3935 SH SOLE 45 0 3890 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 369 890 SH OTR 1 0 0 890 AGILENT TECHNOLOGIES INC COM 00846U101 237 1485 SH OTR 1 0 0 1485 ALPS ETF TR ALERIAN MLP 00162Q452 656 20035 SH SOLE 0 0 20035 AMAZON COM INC COM 023135106 260 78 SH SOLE 0 0 78 AMBEV SA SPONSORED ADR 02319V103 40 14380 SH OTR 1 0 0 14380 AMERICAN TOWER CORP NEW COM 03027X100 243 831 SH OTR 1 0 0 831 APPLE INC COM 037833100 540 3038 SH SOLE 0 0 3038 ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 98 12611 SH OTR 1 0 0 12611 AUTOMATIC DATA PROCESSING IN COM 053015103 260 1055 SH OTR 1 0 0 1055 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 60 10248 SH OTR 1 0 0 10248 BERKSHIRE 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7265 SH OTR 0 0 7265 VANGUARD STAR FDS VG TL INTL STK F 921909768 276 4346 SH OTR 0 0 4346 VANGUARD WORLD FDS INF TECH ETF 92204A702 225 491 SH SOLE 21 0 470 WEST PHARMACEUTICAL SVSC INC COM 955306105 7305 15575 SH SOLE 0 0 15575 WISDOMTREE TR CURRNCY INT EQ 97717X263 2074 67329 SH SOLE 0 0 67329 WISDOMTREE TR CURRNCY INT EQ 97717X263 206 6678 SH OTR 1 0 0 6678 WISDOMTREE TR GLB EX US RL EST 97717W331 573 23499 SH SOLE 0 0 23499 WISDOMTREE TR FUTRE STRAT FD 97717W125 339 9572 SH SOLE 19 0 9553 ZOETIS INC CL A 98978V103 293 1202 SH OTR 1 0 0 1202