---
title: "Robert Riedl, CPA, CFP®, AWMA®, CFC® | Financial Advisors"
description: "Robert Riedl, CPA, CFP®, AWMA®, CFC® at Endowment Wealth Management, Inc. (A Multi-Family Office). Endowment Wealth Management is an SEC-Registered…"
url: https://financialadvisors.com/advisors/robert-riedl/
---

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![Robert Riedl, CPA, CFP®, AWMA®, CFC®](https://financialadvisors.com/wp-content/uploads/2023/06/2103081615231790RobertRiedl4X5.jpg)

# Robert Riedl, CPA, CFP®, AWMA®, CFC®

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

Email Advisor [Schedule Intro](https://calendly.com/robriedl/smartasset-introduction?month=2024-06)

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## About

Endowment Wealth Management is an SEC-Registered Investment Adviser (RIA) providing **fee-only fiduciary advice** to clients nationwide. Our independent team collaborates to create comprehensive family wealth plans, integrating retirement, investment, risk management, estate, and wealth planning expertise to help you achieve financial confidence.

Schedule your **free wealth consultation** today and discover how our 3-D Endowment Investment Philosophy® can support your long-term financial goals.

Learn more about our firm and team at **[www.EndowmentWM.com](https://www.endowmentwm.com/).**

Investment Philosophy

Our firm utilizes the 3-D Endowment Investment Philosophy, an approach inspired by investment strategies commonly used by university endowments. This philosophy focuses on diversification, long-term growth, and risk management.

To learn more about our approach and how it may apply to your financial goals, visit **[www.EndowmentWM.com](https://www.endowmentwm.com/)** and explore the **“**Our Solutions**”** tab.

## Firm Information

![Endowment Wealth Management, Inc. (A Multi-Family Office) logo](https://financialadvisors.com/wp-content/uploads/2023/06/EWM-Fee-Only-White-Background-1.png)

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

Position President and CEO

Firm CRD# 108652

About Firm

Our firm is an SEC-Registered Investment Adviser (RIA) structured as a Multi-Family Office. We provide fee-only fiduciary advice to clients across the United States, ensuring objective and client-focused financial guidance.

With offices in **Wisconsin** (Milwaukee, Madison, Appleton, Green Bay), **Illinois** (Chicago), Georgia (Savanah), **South Carolina** (Hilton Head, Charleston),) and North Carolina (Charlotte), professional team collaborates to deliver comprehensive wealth management solutions tailored to each client’s needs.

We specialize in implementing the 3-D Endowment Investment Philosophy, an approach inspired by investment strategies commonly used by major university endowments to manage their portfolios. This philosophy emphasizes diversification, long-term growth, and risk management to help clients pursue their financial goals.

Firm Location

## Professional Details

Advisor CRD# 1109543

Fiduciary Yes — acts in your best interest

Compensation Fee-Only

## Investment Information

Assets Under Management $450M

SEC Form ADV [View Form ADV →](https://www.adviserinfo.sec.gov/firm/summary/108652)

Form CRS [View Form CRS →](https://www.adviserinfo.sec.gov/firm/summary/108652)

## Company Profile

Company Size

Est. 1980

Resources

[Blog →](https://www.endowmentwm.com/blog/)

## Practice Focus

Specialties

- Alternative Investing 25%

- Wealth Management 25%

- Investment Counseling 15%

- Retirement Planning 15%

- Trust Services 10%

- Charitable Planning 5%

- Holistic Financial Planning 5%

Preferred Client Type

- Colleges/Universities 20%

- Medical Doctors 20%

- Baby Boomers 15%

- Business Owners 10%

- Engineers 10%

- Self-Employed Individuals 10%

- High Net-Worth Individuals 5%

- Other 10%

## Education

Education

**Marquette University**

## About Me

Hobbies & Interests

Gardening Golf Investing Traveling Walking

Favorite Sports Teams

Green Bay Packers Milwaukee Brewers and Milwaukee Bucks.

Community Involvement Financial Planning Association (FPA)

### Contact Information

Email Advisor

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[(920) 785-6010](tel:9207856010)

Address 5 Fallen Arrow Ct, Hilton Head Island, SC 29926, USA

### At a Glance

AUM $450M

Founded 1980

### Links

[Website](https://www.endowmentwm.com/) [SEC Form ADV](https://www.adviserinfo.sec.gov/firm/summary/108652) [Form CRS](https://www.adviserinfo.sec.gov/firm/summary/108652)

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/1109543)

### Connect

[LinkedIn](https://www.linkedin.com/in/robertriedl1) [Facebook](https://www.facebook.com/EndowmentWM/) [X](https://twitter.com/endowmentwm) [YouTube](https://www.youtube.com/c/EndowmentWealthManagementIncAppleton)

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