{
  "crd_number": 313053,
  "slug": "endeavor-private-wealth-inc-topeka-ks-313053",
  "primary_business_name": "ENDEAVOR PRIVATE WEALTH, INC.",
  "legal_name": "ENDEAVOR PRIVATE WEALTH, INC.",
  "dbas": [
    "GOODELL WEALTH MANAGEMENT, LLC",
    "TITAN WEALTH MANAGEMENT"
  ],
  "city": "Topeka",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "45820",
  "metro": {
    "cbsa_code": "45820",
    "common_name": "Topeka",
    "msa_name": "Topeka, KS",
    "path": "/advisors/ks/topeka"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-05",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-21",
  "carried_forward": false,
  "raum_total": 595349686.0,
  "raum_discretionary": 468701185.0,
  "raum_non_discretionary": 126648501.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 18042029.0,
      "count": 9
    },
    "individuals": {
      "raum": 129088612.0,
      "count": 349
    },
    "high_net_worth_individuals": {
      "raum": 437999773.0,
      "count": 172
    },
    "corporations_other_businesses": {
      "raum": 10219272.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "KS",
    "LA",
    "MO",
    "NE",
    "NM",
    "TN",
    "TX"
  ],
  "websites": [
    "https://endeavorpw.com",
    "https://linkedin.com/company/endeavor-private-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313053",
  "city_as_filed": "TOPEKA",
  "url": "https://advisorcensus.com/firm/endeavor-private-wealth-inc-topeka-ks-313053",
  "display_name": "Endeavor Private Wealth, Inc.",
  "summary": "Endeavor Private Wealth, Inc. is an SEC-registered investment advisory firm in Topeka, KS, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 21, 2026.",
  "citation": "AdvisorCensus. Endeavor Private Wealth, Inc. (CRD 313053): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Endeavor Private Wealth, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Endeavor Private Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Endeavor Private Wealth, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated May 21, 2026 states: Hourly rate: $1,000 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Endeavor Private Wealth, Inc. located?",
      "a": "Endeavor Private Wealth, Inc.'s principal office is in Topeka, KS, according to its Form ADV; the June 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Endeavor Private Wealth, Inc. registered with the SEC or a state?",
      "a": "Endeavor Private Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313053."
    },
    {
      "q": "How much does Endeavor Private Wealth, Inc. manage?",
      "a": "Endeavor Private Wealth, Inc. reports $595,349,686 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (79% discretionary)."
    },
    {
      "q": "How have Endeavor Private Wealth, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Endeavor Private Wealth, Inc.: Regulatory assets under management: $257,526,123 in the October 2021 data and $595,349,686 in the October 2026 data, up 131%. Total employees: 3 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Endeavor Private Wealth, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (349); high net worth individuals (172); charitable organizations (9)."
    },
    {
      "q": "Which custodians does Endeavor Private Wealth, Inc. use?",
      "a": "Endeavor Private Wealth, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Endeavor Private Wealth, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313053"
    },
    {
      "q": "Does Endeavor Private Wealth, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 21, 2026 says: \"Endeavor Private Wealth generally requires a minimum initial investment of $250,000 per household for investment management services. The firm, in its sole discretion, can accept clients with smaller portfolios based upon each client’s particular circumstances.\""
    },
    {
      "q": "What changed in Endeavor Private Wealth, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Added the business name Titan Wealth Management. Added the business name Goodell Wealth Management, LLC. Added an office in Littleton, CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 257526123.0,
      "total_employees": 3,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 273016291.0,
      "total_employees": 3,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 274573359.0,
      "total_employees": 3,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 304263227.0,
      "total_employees": 8,
      "filing_date": "2024-06-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 352817232.0,
      "total_employees": 8,
      "filing_date": "2025-02-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 595349686.0,
      "total_employees": 13,
      "filing_date": "2026-05-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added the business name Titan Wealth Management.",
        "Added the business name Goodell Wealth Management, LLC.",
        "Added an office in Littleton, CO."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 9.",
        "Regulatory assets under management went from $352,817,232 to $595,349,686 (+69%).",
        "Changed its office addresses in Boulder, CO.",
        "Registered or notice-filed in IL, NM."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 3 to 4."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 21, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $1,000 an hour (financial planning and/or consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Endeavor Private Wealth generally requires a minimum initial investment of $250,000 per household for investment management services. The firm, in its sole discretion, can accept clients with smaller portfolios based upon each client’s particular circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $1,000 an hour (financial planning and/or consulting services)"
        ],
        "quotes": [
          "Fees for financial planning and/or consulting services are billed on an hourly or fixed rate in advance. Hourly fees generally range up to $1,000 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 1000.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and/or consulting services"
        }
      ]
    },
    "quotes": [
      "Endeavor Private Wealth generally requires a minimum initial investment of $250,000 per household for investment management services. The firm, in its sole discretion, can accept clients with smaller portfolios based upon each client’s particular circumstances.",
      "Fees for financial planning and/or consulting services are billed on an hourly or fixed rate in advance. Hourly fees generally range up to $1,000 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Wells Fargo Clearing Services, LLC",
      "name_as_filed": "WELLS FARGO CLEARING SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/endeavor-private-wealth-inc-topeka-ks-313053.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 349,
      "fewer_than_5": false,
      "raum": 129088612.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 172,
      "fewer_than_5": false,
      "raum": 437999773.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 18042029.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 10219272.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313053",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}