Endeavor Private Wealth, Inc.

Overview

Endeavor Private Wealth, Inc. is an SEC registered investment adviser based in Topeka, KS, registered since 2021. It reports $595M in assets under management across 2,138 accounts, with 13 employees. It has 11 investment adviser representatives.

Reported AUM

$595M

Discretionary

79%

Accounts

2,138

Average account

$278K

Employees

13

Advisory reps

11

Registered since

2021

Jurisdictions

12

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Christopher Jay McGee Managing Partner CRD 2835275
• Heidi Dawn Mark Chief Compliance Officer CRD 4790248

Advisory reps 3 of 11

• Ava En-Ni Allen Investment Adviser Rep CRD 7531455
• Joanna Louise Bambo Investment Adviser Rep CRD 8093426
• Brady Aaron Franklin Insurance Agent · Investment Adviser Rep CRD 6692490

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2951 SW Woodside Dr
Topeka, KS 66614

County

Shawnee

Metro area

Topeka, KS

Region

Midwest

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: endeavorpw.com

Every state, with registration dates

Similar firms near Topeka

• Ae Wealth Management, LLCTopeka, KS$49.8B AUM
• Clayton Wealth PartnersTopeka, KS$91M AUM
• Carlson FinancialTopeka, KS$632M AUM
• Ofg Financial Services, Inc.Topeka, KS$271M AUM
• Cornerstone AdvisorsTopeka, KS$265M AUM