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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-03-2019
- Office Locations
- 1
Office Locations
About Endeavor Wealth Advisors, LLC
Endeavor Wealth Advisors is an independent, fiduciary wealth management and financial planning firm in Pepper Pike, Ohio. The team provides personalized advice and portfolio management for individuals and families, executives, women navigating life transitions, and business owners (including succession planning). Custodied at Charles Schwab, the firm is co-led by Molly Balunek and Kara Downing.
Team overview
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Custodian
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
MOLLY BERNET BALUNEK
Chief Executive Officer, Financial Planner, Managing Member
- CRD
- #2841031
- Ownership
- 50% but less than 75%
KARA LYNN DOWNING
Chief Compliance Officer, Managing Member
- CRD
- #5320643
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,797,148 | $436,169 |
| Non-Discretionary | $1,996,924 | $998,462 |
| Total | $252,794,072 | $438,118 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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