Endeavor Wealth Advisors, LLC
● SEC registered since 2021CRD 305348SEC# 801-122214Pepper Pike, OH
Reg. AUM
$252.8M
Employees
3
Accounts
577
Location
Pepper Pike, OH
Endeavor Wealth Advisors, LLC assets under management
Endeavor Wealth Advisors, LLC is an SEC-registered investment adviser based in Pepper Pike, OH. The firm has been registered since 2021. It reports $252.8 million in regulatory assets under management and employs 3 people.
Endeavor Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kara Lynn Downing Control | Managing Member, Chief Compliance Officer | 50-75% | 2019 |
| Molly Bernet Balunek Control | Managing Member, Chief Executive Officer | 50-75% | 2019 |
Frequently asked questions
How much does Endeavor Wealth Advisors, LLC manage?
Endeavor Wealth Advisors, LLC reports $252.8 million in regulatory assets under management on its Form ADV.
How many employees does Endeavor Wealth Advisors, LLC have?
Endeavor Wealth Advisors, LLC reports 3 employees.
Where is Endeavor Wealth Advisors, LLC located?
Endeavor Wealth Advisors, LLC is based in Pepper Pike, OH and has been SEC-registered since 2021.
Does Endeavor Wealth Advisors, LLC disclose fund performance?
Endeavor Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 29525 Chagrin Blvd., Suite 300, Pepper Pike, OH 44122 |
| Phone | 216-373-0808 |
| Fax | 216-373-0680 |
| Office hours | 8:30 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$252.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$252.8Mregulatory AUM
Discretionary $250.8MNon-discretionary $2M