ENDEAVOR WEALTH ADVISORS, LLC
Adviser information for ENDEAVOR WEALTH ADVISORS, LLC last updated from Form ADV on March 5th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 463 | $190.6M |
| Non-Discretionary | 4 | $1.8M |
| Total | 467 | $192.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 76 | $19.4M |
| HNW Individuals | 69 | $169.2M |
| 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 | <5 | $1.7M |
| Charitable organizations | <5 | $1.8M |
| 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 | $330,437 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-122214 |
|---|---|
| SEC ERA File Number | 801-122214 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305348 |
| Legal Entity Identifier | None |
Principal Office
29525 CHAGRIN BLVD.SUITE 300
PEPPER PIKE
OH
United States
Monday - Friday, 8:30 - 5:00
Tel: 216-373-0808, Fax: 216-373-0680
Chief Compliance Officer
KARA DOWNING
MANAGING MEMBER, CCO
29525 CHAGRIN BLVD., SUITE 300
PEPPER PIKE
OH
United States
Tel:
216-373-0808
K***@*************M
(Full email address available in API data)
Regulatory Contact
DAVID KUHR
COMPLIANCE CONSULTANT
4544 MEMPHIS VILLAS SOUTH
CLEVELAND
OH
United States
Tel:
2164095496
G*****************@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BALUNEK, MOLLY, BERNET | Individual | – | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER | 05/2019 | 50-75% |
| DOWNING, KARA, LYNN | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 05/2019 | 50-75% |