Endeavor Private Wealth, Inc.
Firm details
- Headquarters
- Topeka, Kansas
- CRD number
- 313053
- Registered since
- April 5, 2021
- Website
- www.endeavorpw.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.57%
- Individuals21.68%
- Charitable Organizations3.03%
- Corporations / Businesses1.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Endeavor Private Wealth, Inc. is an independent, SEC-registered advisory firm that began registration in 2021 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Its fee arrangements include percentage-of-AUM fees, hourly charges, and fixed fees. The firm acts as a capital allocator, and it maintains an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities21%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Heidi Mark
Chief Compliance OfficerCRD 4790248
Contacts
3 of 10
Chris Mcgee
Managing PartnerCRD 2835275
Soren Knapic
Client AssociateCRD 8065519
Travis Tom
Financial AdvisorCRD 4762216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 179Active vs passive
$425M in ETFs
49%
$208M
43%
$217M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $26.6M | 35,526 | 6.26% |
Location
Topeka, KS
Shawnee
Location
Topeka, KS
Headquartered in Topeka, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- Shawnee
- Address
- 2951 Sw Woodside Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Carlson Financial
RIATopeka, KS
Clayton Wealth Partners
RIATopeka, KS
Cornerstone Advisors
RIATopeka, KS
Retirewise Tax And Wealth Advisors, Inc.
RIATopeka, KS
Proactive Capital Management, Inc.
RIATopeka, KS
Next Generation Investing, LLC
RIATopeka, KS