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Endeavor Private Wealth, Inc.

● SEC registered since 2021CRD 313053SEC# 801-120702Topeka, KS
Export (members)
Reg. AUM
$595.3M
Employees
13
Accounts
2,138
Location
Topeka, KS

Endeavor Private Wealth, Inc. assets under management

Endeavor Private Wealth, Inc. is an investment advisory firm registered with the SEC based in Topeka, KS. The firm has been registered since 2021. It reports $595.3 million in regulatory assets under management and employs 13 people.

Endeavor Private Wealth, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Christopher Jay McGee ControlManaging PartnerOver 75%2021
Heidi Dawn Mark ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Endeavor Private Wealth, Inc. manage?

Endeavor Private Wealth, Inc. reports $595.3 million in regulatory assets under management on its Form ADV.

How many employees does Endeavor Private Wealth, Inc. have?

Endeavor Private Wealth, Inc. reports 13 employees.

Where is Endeavor Private Wealth, Inc. located?

Endeavor Private Wealth, Inc. is based in Topeka, KS and has been SEC-registered since 2021.

Does Endeavor Private Wealth, Inc. disclose fund performance?

Endeavor Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2951 SW Woodside Dr., Topeka, KS 66614
Phone785-329-2510
Fax785-329-9012
Office hours9:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$595.3M▲ 69%
Feb '25 — $352.8MMar '25 — $352.8MApr '25 — $352.8MMay '25 — $352.8MJun '25 — $352.8MJul '25 — $352.8MAug '25 — $352.8MSep '25 — $352.8MOct '25 — $352.8MNov '25 — $352.8MDec '25 — $352.8MJan '26 — $352.8MFeb '26 — $352.8MMar '26 — $595.3MApr '26 — $595.3MMay '26 — $595.3MJun '26 — $595.3M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$595.3Mregulatory AUM
Discretionary $468.7MNon-discretionary $126.6M