# Endeavor Wealth Advisors, LLC

> Endeavor Wealth Advisors, LLC is an SEC-registered investment advisory firm in Pepper Pike, OH, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 305348
- Filed as: ENDEAVOR WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pepper Pike, OH
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305348
- AdvisorCensus page: https://advisorcensus.com/firm/endeavor-wealth-advisors-llc-pepper-pike-oh-305348

## Quick answers

**How is Endeavor Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Endeavor Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Endeavor Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 28, 2026 states: Hourly rate: $300 an hour (work performed by Kara Downing and Molly Balunek, Financial Planners &…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Endeavor Wealth Advisors, LLC located?**
Endeavor Wealth Advisors, LLC's principal office is in Pepper Pike, OH, according to its Form ADV.

**Is Endeavor Wealth Advisors, LLC registered with the SEC or a state?**
Endeavor Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 305348.

**How much does Endeavor Wealth Advisors, LLC manage?**
Endeavor Wealth Advisors, LLC reports $252,794,072 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (99% discretionary).

**How have Endeavor Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Endeavor Wealth Advisors, LLC: Regulatory assets under management: $138,272,864 in the October 2021 data and $252,794,072 in the October 2026 data, up 83%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Endeavor Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (75); charitable organizations (3).

**Which custodians does Endeavor Wealth Advisors, LLC use?**
Endeavor Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Endeavor Wealth Advisors, LLC report any disciplinary disclosures?**
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/305348

**Does Endeavor Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 28, 2026 says: "In general, EWA requires a minimum of $500,000 to open and maintain an advisory relationship."

**What changed in Endeavor Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $221,615,927 to $252,794,072 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 28, 2026)

- Account minimum: $500,000

> In general, EWA requires a minimum of $500,000 to open and maintain an advisory relationship.

- Minimum annual fee: $5,000

> The minimum annual fee is $5,000. EWA, in its sole discretion, may waive its minimum fee and/or charge a lesser fee based upon certain criteria

- Hourly rate: $300 an hour (work performed by Kara Downing and Molly Balunek, Financial Planners &…)

> Financial planning services may be billed in two ways; either a flat project fee, which is determined based upon the level of detail involved in the plan, or an hourly rate of $300 for work performed by Kara Downing and Molly Balunek, Financial Planners & Co-Founders. The minimum fee for financial planning is $2,500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $252,794,072
- Discretionary: $250,797,148
- Non-discretionary: $1,996,924

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $36,822,526 |
| High net worth individuals | 75 | $212,813,025 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $404,962 |
| Charitable organizations | 3 | $2,671,971 |
| Corporations or other businesses not listed above | 2 | $81,588 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [endeavorwa.com](https://endeavorwa.com)
- Facebook @EndeavorWealthAdvisors
- LinkedIn @endeavor-wealth-advisors
- X @EndeavorWA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $138,272,864 | 2 | July 30, 2021 |
| October 2022 | $158,723,158 | 2 | May 6, 2022 |
| October 2023 | $159,487,934 | 2 | March 26, 2023 |
| October 2024 | $192,445,605 | 3 | March 5, 2024 |
| October 2025 | $221,615,927 | 3 | March 13, 2025 |
| October 2026 | $252,794,072 | 3 | March 28, 2026 |

Regulatory assets under management: $138,272,864 in the October 2021 data and $252,794,072 in the October 2026 data, up 83%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $221,615,927 to $252,794,072 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Endeavor Wealth Advisors, LLC (CRD 305348): Form ADV filing data as of October 2026.