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| Endeavor Wealth Advisors LLC
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|---|---|
| CRD # | 305348 |
| SEC # | 801-122214 |
| CIK # | |
| AUM | 252.8 M (2026-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 216-373-0808 |
| Address | 29525 Chagrin Blvd Pepper Pike, OH 44122 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 36.8 |
| (b) Individuals (high net worth individuals) | 75 | 212.8 |
| (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 | 1 | 0.4 |
| (h) Charitable organizations | 3 | 2.7 |
| (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 | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 252.8 |
| By Discretionary | ||
| Discretionary | 575 | 250.8 |
| Non-Discretionary | 2 | 2.0 |
| Total | 577 | 252.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.8 | |
| United States Persons | 246.0 | |
| Total | 577 | 252.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tudor Financial Inc
✚
|
OH | 256.3 M |
|
Five Talents Financial Management Group LLC
✚
|
IA | 256.0 M |
|
Plotkin Financial Advisors LLC
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|
MD | 255.9 M |
|
Grant Private Wealth Management Inc
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|
CA | 255.0 M |
|
ACAP Asset Management Inc
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|
CA | 255.0 M |
|
Integrated Wealth Management Inc
✚
|
OH | 254.1 M |
|
Clear Point Advisors Inc
✚
|
NY | 253.4 M |
|
Elevation Capital Advisory LLC
✚
|
OR | 252.9 M |
|
Reutemann Financial Solutions Inc
✚
|
MD | 251.6 M |
|
Mariaca Wealth Management LLC
✚
|
FL | 251.1 M |