PPrivate Fund Data Log in Join · $37/mo

Endeavor Private Wealth, Inc.

● SEC registered since 2021CRD 313053SEC# 801-120702Topeka, KS
Export (members)
Reg. AUM
$352.8M
Employees
8
Accounts
1,679
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 $352.8 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/endeavor-private-wealthView on SEC.gov ↗

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 $352.8 million in regulatory assets under management on its Form ADV.

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

Endeavor Private Wealth, Inc. reports 8 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

AddressTownsite Plaza 3, 120 SE 6th Ave, Suite 110, Topeka, KS 66603
Phone785-329-2510
Fax785-329-9012
Office hours9:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$266.4M
Non-discretionary$86.4M
Total (RAUM)$352.8M