Endeavor Wealth Advisors, LLC

RIASEC RegisteredEst. 2021

Total AUM

$253M

Discretionary

$251M

99% of AUM

Avg account

$438K

Accounts

577

Employees

Advisory reps

Firm details

Headquarters: Beachwood, Ohio
CRD number: 305348
Registered since: August 27, 2021
Website: endeavorwa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI84.18%
Individuals14.57%
Charitable Organizations1.06%
Pension & Profit Sharing Plans0.16%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Endeavor Wealth Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm is owned by an individual and serves both individual/family and institutional clients. Its compensation model combines a percentage-of-AUM fee with hourly charges. Core advisory services are financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and educational seminars or workshops. Endeavor does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.