Firm profile

ENDEAVOR PRIVATE WEALTH, INC.

TOPEKA, KSCRD 313053Latest ADV March 25, 2026

Endeavor Private Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Topeka, KS. Its latest Form ADV filing, dated March 25, 2026, reports $595M in regulatory assets under management, 13 employees, 3 offices, and 2,138 accounts.

Assets Under Management
$595M
Employees
13
Offices
3 offices
Total Clients
535
Primary office
TOPEKA, KS
TOWNSITE PLAZA 3, 120 SE 6TH AVE, SUITE 110, TOPEKA, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOHeidi D. Mark

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 65.2% of total clients.
Top client categories% of clientsClients
1
Individuals
65.2%
349
2
HNWI
32.1%
172
3
Charitable
1.7%
9
4
Corporations
0.9%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$595Mas of March 25, 2026
Discretionary78.7%
$469M
79% of total RAUM78.7%
Non-discretionary21.3%
$127M
21% of total RAUM21.3%
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$595M
Total Accounts2,138
10Y AUM Change+$595M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee41:1
10Y Employee Change+9 (+225.0%)

* 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.