29525 Chagrin Blvd.
Suite 300
Pepper Pike, Ohio 44122
Tel: 216-373-0808
ENDEAVOR WEALTH ADVISORS, LLC, formally registered with the SEC as ENDEAVOR WEALTH ADVISORS, LLC. The firm was established in 08/27/2021. They have over 1 offices throughout the country.
ENDEAVOR WEALTH ADVISORS, LLC is a Pepper Pike, Ohio based Financial Planning firm with nearly $192,445,605 assets under management, offering retirement planning & investment advisory services to 467 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 305348 |
SEC# | 801-122214 |
Assets Managed by Firm | $192,445,605 |
No. of Clients | 467 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 467 | $192,445,605 |
Individuals (other than high net worth individuals) | 76 | $19,416,129 |
High net worth individuals | 69 | $169,206,507 |
Pension and profit sharing plans | 2 | $1,691,342 |
Charitable organizations | 3 | $1,801,190 |
Corporations or other businesses | 2 | $330,437 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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