Chief Compliance Officer

0001214659-24-008607.txt : 20240508 0001214659-24-008607.hdr.sgml : 20240508 20240508153048 ACCESSION NUMBER: 0001214659-24-008607 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Endowment Wealth Management, Inc. CENTRAL INDEX KEY: 0001904477 ORGANIZATION NAME: 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: 24925549 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 X0202 13F-HR LIVE false false false 0001904477 XXXXXXXX 03-31-2024 03-31-2024 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 Hilton Head SC 05-08-2024 1 137 133540011 1 0001407543 028-13411 ENVESTNET ASSET MANAGEMENT INC INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 400721 2201 SH OTR 1 0 0 2201 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 233385 10988 SH SOLE 0 0 10988 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 338357 3543 SH SOLE 49 0 3494 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 384066 1108 SH OTR 1 0 0 1108 ALPS ETF TR ALERIAN MLP 00162Q452 673481 14191 SH SOLE 0 0 14191 AMAZON COM INC COM 023135106 307458 1705 SH SOLE 0 0 1705 AMBEV SA SPONSORED ADR 02319V103 51001 20565 SH OTR 1 0 0 20565 APPLE INC COM 037833100 830784 4845 SH SOLE 0 0 4845 AT&T INC COM 00206R102 182387 10363 SH OTR 1 0 0 10363 AUTOMATIC DATA PROCESSING IN COM 053015103 276660 1108 SH OTR 1 0 0 1108 BALLARD PWR SYS INC NEW COM 058586108 28092 10105 SH SOLE 0 0 10105 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 129374 10927 SH OTR 1 0 0 10927 CANADIAN NATL RY CO COM 136375102 337754 2564 SH 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