PEPPER PIKE, OHCRD 305348Latest ADV March 28, 2026
Endeavor Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pepper Pike, OH. Its latest Form ADV filing, dated March 28, 2026, reports $253M in regulatory assets under management, 3 employees, and 577 accounts.
Assets Under Management
$253M
Employees
3
Offices
--
Total Clients
177
Primary office
PEPPER PIKE, OH
29525 CHAGRIN BLVD., SUITE 300, PEPPER PIKE, OH, United States
Top client segmentIndividuals represent 54.2% of total clients.
Top client categories% of clientsClients
1
Individuals
54.2%
96
2
HNWI
42.4%
75
3
Charitable
1.7%
3
4
Corporations
1.1%
2
5
Pension Plans
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of March 28, 2026
Discretionary99.2%
$251M
99% of total RAUM99.2%
Non-discretionary0.8%
$2M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$253M
Total Accounts577
10Y AUM Change+$115M (+82.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee59:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.