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| Keyboard |
| Endeavor Private Wealth Inc
✚
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|
|---|---|
| CRD # | 313053 |
| SEC # | 801-120702 |
| CIK # | 0001906023 |
| AUM | 595.3 M (2026-05-21) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 785-329-2510 |
| Address | 2951 SW Woodside Dr Topeka, KS 66614 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Paccar Inc | 4.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 349 | 129.1 |
| (b) Individuals (high net worth individuals) | 172 | 438.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 18.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,138 | 595.3 |
| By Discretionary | ||
| Discretionary | 1,348 | 468.7 |
| Non-Discretionary | 790 | 126.6 |
| Total | 2,138 | 595.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 595.3 | |
| Total | 2,138 | 595.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906023] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
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