| 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 |
Endeavor Wealth Advisors, LLC reports $221.6 million in regulatory assets under management on its Form ADV.
Endeavor Wealth Advisors, LLC reports 3 employees.
Endeavor Wealth Advisors, LLC is based in Pepper Pike, OH and has been SEC-registered since 2021.
Endeavor Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $219.8M |
| Non-discretionary | $1.9M |
| Total (RAUM) | $221.6M |