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- Custodian
- Charles Schwab & Company · First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-05-2021
- Office Locations
- 3
Office Locations
About Endeavor Private Wealth, Inc.
Endeavor Private Wealth is a fiduciary RIA providing comprehensive investment and wealth management for select families, individuals, business owners and institutions, with a plain-English, research-driven process focused on tax-efficient, cost-effective implementation and ongoing monitoring through life transitions. Portfolios are built primarily with ETFs and public funds; custody relationships include Charles Schwab. Offices in Topeka, Overland Park and Boulder.
Team overview
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Client Personas
Custodian
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Owner & Executives
CHRIS MCGEE
Managing Partner
- CRD
- #2835275
- Ownership
- 75% or more
HEIDI DAWN MARK
Chief Compliance Officer
- CRD
- #4790248
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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AVA EN-NI ALLEN
Client Service Associate
- CRD
- #7531455
Joanna Louise Bambo
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- CRD
- #8093426
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $468,701,185 | $347,701 |
| Non-Discretionary | $126,648,501 | $160,315 |
| Total | $595,349,686 | $278,461 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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