ENDEAVOR PRIVATE WEALTH, INC.
Adviser information for ENDEAVOR PRIVATE WEALTH, INC. last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kansas, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,053 | $233.3M |
| Non-Discretionary | 515 | $71.0M |
| Total | 1,568 | $304.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 298 | $90.1M |
| HNW Individuals | 78 | $198.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 6 | $14.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $804,587 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 304.3M |
| Portfolio Manager | 120.5M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ENDEAVOR WRAP FEE PROGRAM | ENDEAVOR PRIVATE WEALTH, INC. |
Identifiers
| SEC RIA File Number | 801-120702 |
|---|---|
| SEC ERA File Number | 801-120702 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313053 |
| Legal Entity Identifier | None |
Principal Office
TOWNSITE PLAZA 3, 120 SE 6TH AVESUITE 110
TOPEKA
KS
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 785-329-2510, Fax: 785-329-9012
Chief Compliance Officer
HEIDI MARK
FINANCIAL CONSULTANT
TOWNSITE PLAZA 3, 120 SE 6TH AVE
SUITE 110
TOPEKA
KS
United States
Tel:
785-329-2513
Fax:
785-329-9012
H****@*************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER MCGEE
MANAGING PARTNER
TOWNSITE PLAZA 3, 120 SE 6TH AVE
SUITE 110
TOPEKA
KS
United States
Tel:
785-329-2511
Fax:
785-329-9012
C****@*************M
(Full email address available in API data)
Industry Affiliates
| ENDEAVOR PRIVATE WEALTH SOLUTIONS, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCGEE, CHRISTOPHER, JAY | Individual | – | MANAGING PARTNER | 02/2021 | > 75% |
| MARK, HEIDI, DAWN | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2021 | < 5% |