Prateek Mehrotra
Endowment Wealth Management · Appleton, Wisconsin
Prateek Mehrotra is a fee-only financial advisor at Endowment Wealth Management in Appleton, Wisconsin, who holds the CFA credential. Endowment Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Endowment Wealth Management |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $609.2M across 3,057 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WI · CRD 4618007 |
| Exams passed | Series 65 (2003) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.napfa.org/firm/45553/29443 |
How Prateek's firm compares
- Endowment Wealth Management's average account is about $199,000, from its Form ADV (assets managed divided by 3,057 accounts).
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Questions about Prateek
Is Prateek Mehrotra a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Prateek holds no broker registration, and Endowment Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Prateek charge for financial advice?
Prateek's firm, Endowment Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Prateek Mehrotra based?
Prateek Mehrotra is based in Appleton, Wisconsin.
What credentials does Prateek Mehrotra hold?
Prateek Mehrotra holds the CFA credential.
Is Prateek Mehrotra registered with the SEC?
Yes. Prateek Mehrotra is registered as an investment adviser representative in WI (CRD 4618007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Endowment Wealth Management manage?
Endowment Wealth Management reports $609.2M across 3,057 accounts in assets under management.
How do I contact Prateek Mehrotra?
Through Prateek's website, www.napfa.org/firm/45553/29443.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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