Endeavor Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 500 clients last fiscal year.
Endeavor Private Wealth reports 535 clients. They include 349 individual clients, 172 high-net-worth individuals and 9 charitable organizations. Of its assets, 78.7% ($469M across 1,348 accounts) are managed with discretion; $127M across 790 accounts are not. A wrap fee program the firm both sponsors and manages holds $648M. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 22% |
| High-net-worth individuals | 32% | 74% |
| Charitable organizations | 2% | 3% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 349 | $129M | 21.7% | $370K |
| High-net-worth individuals | 172 | $438M | 73.6% | $2.55M |
| Charitable organizations | 9 | $18M | 3.0% | $2M |
| Corporations and other businesses | 5 | $10.2M | 1.7% | $2.04M |
| Total | 535 | $595M | 100% | $1.11M |
- Clients
- 349
- Regulatory AUM
- $129M
- AUM share
- 21.7%
- Avg. per client
- $370K
- Clients
- 172
- Regulatory AUM
- $438M
- AUM share
- 73.6%
- Avg. per client
- $2.55M
- Clients
- 9
- Regulatory AUM
- $18M
- AUM share
- 3.0%
- Avg. per client
- $2M
- Clients
- 5
- Regulatory AUM
- $10.2M
- AUM share
- 1.7%
- Avg. per client
- $2.04M
Total
- Clients
- 535
- Regulatory AUM
- $595M
- AUM share
- 100%
- Avg. per client
- $1.11M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Endeavor Private Wealth charges 0.95%–1.25% a year for its Investment and Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Billed hourly or at a fixed rate in advance; hourly fees generally range up to $1,000 per hour, and fees generally do not exceed $20,000 a year.
Christopher McGee owns 75% or more of Endeavor Private Wealth. The leadership team of Endeavor Private Wealth includes Chief Compliance Officer Heidi Mark. It has 13 employees, 9 of them in advisory roles.
Leadership
- Heidi MarkChief Compliance Officer
- Christopher McGeeManaging Partner
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Chris McGee
Staff
- 13 employees
- 9 in advisory functions
- 9 state-registered reps
- 4 insurance agents
- Owns 75% or more of Endeavor Private Wealth, Inc.
Christopher McGee
Control person · since February 2021
Endeavor Private Wealth’s regulatory assets grew 2.3× from $258M (July 2021) to $595M (May 2026); clients rose from 305 to 535 and employees from 3 to 13. In 2025, Wells Fargo (Steven Goodell practice; Goodell Wealth Management) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $595M | 535 | 13 | 5 |
| February 2025 | $353M | 383 | 8 | 2 |
| June 2024 | $304M | 386 | 8 | 2 |
| March 2023 | $275M | 347 | 3 | 1 |
| March 2022 | $273M | 347 | 3 | 1 |
| July 2021 | $258M | 305 | 3 | 1 |
Firms that joined
20251 joined
- Wells Fargo (Steven Goodell practice; Goodell Wealth Management)TeamNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Endeavor Private Wealth has 4 offices, with 5 listed addresses in Colorado and Kansas.
Colorado · 3 listed addresses
- 1800 Broadway, Boulder
- 601 S. Bowen St, Longmont
- 2650 W. Belleview Ave, Littleton
Kansas · 2 listed addresses
- 2951 SW Woodside DR., TopekaHQ
- 8100 Marty Street, Overland Park
Other business names
Endeavor Private Wealth has reported 2 other business names to the SEC.
- Goodell Wealth Management, LLC
- Titan Wealth Management
Contact and registration details
- Legal name
- Endeavor Private Wealth, Inc.
- Headquarters
- 2951 SW Woodside DR., Topeka, KS 66614
- Website
- endeavorpw.com
- Phone
- 785-329-2510
- @endeavor-private-wealth
- SEC file
- 801-120702
- Structure
- Kansas corporation
- Fiscal year end
- December
Endeavor Private Wealth uses Wells Fargo Clearing Services ($580M) as custodian for its separately managed accounts. Endeavor Private Wealth does not have custody of client assets.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $580M100%
At year end, Endeavor Private Wealth’s separately managed accounts were mostly in funds (69%) and stocks (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $412M across 216 positions; the largest are iShares TR (6.5%), iShares TR (4.7%) and Blackrock ETF Trust (3.6%).
What the accounts hold
- Stocks21%
- Funds69%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash8%
Reported 13F holdings
- $412M
- Reported 13F value
- 216
- Positions
- 32.6%
- In the 10 largest
- +18.0%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF6.5%
- iShares TR · Core Univrsl Usd4.7%
- Blackrock ETF Trust · iShares US Equit3.6%
- State Str SPDR S&P 500 ETF T · TR Unit3.2%
- iShares TR · S&P 500 Val ETF2.9%
- iShares TR · S&P 500 Grwt ETF2.7%
- iShares Inc. · Core MSCI Emkt2.6%
- American Centy ETF TR · US EQT ETF2.5%
- Vanguard Index Fds · Mid Cap ETF2.0%
- Capital Group Core Balanced2.0%
Together, the ten largest are 32.6% of reported value.
How many clients does Endeavor Private Wealth have?
Endeavor Private Wealth has 535 clients and manages $595 million for them, as of May 2026. They include 349 individual clients, 172 high-net-worth individuals and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 May 2026
What services does Endeavor Private Wealth offer?
Endeavor Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Endeavor Private Wealth charge?
Endeavor Private Wealth charges 0.95%–1.25% a year for its Investment and Wealth Management Services. The fee is billed in advance and is negotiable.
Source: ENDEAVOR PRIVATE WEALTH FORM ADV PART 2A BROCHURE, filed 21 May 2026
Which custodians does Endeavor Private Wealth use?
Endeavor Private Wealth’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $580M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 May 2026
How many financial advisors does Endeavor Private Wealth have?
Endeavor Private Wealth has 9 investment adviser representatives registered with state securities authorities, out of 13 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Endeavor Private Wealth invest in?
At the end of its last fiscal year, Endeavor Private Wealth’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 8% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Endeavor Private Wealth?
Endeavor Private Wealth’s direct owner is Christopher McGee (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 May 2026
How does Endeavor Private Wealth get paid?
Endeavor Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Endeavor Private Wealth registered with the SEC?
Yes, Endeavor Private Wealth has been registered with the SEC as an investment adviser since 5 April 2021. Its CRD number is 313053 and its SEC file number is 801-120702.
Source: Form ADV Part 1A, Item 1, filed 21 May 2026; IAPD firm record
How do I contact Endeavor Private Wealth?
Endeavor Private Wealth’s main office is at 2951 SW Woodside DR., Topeka, KS 66614. Its phone number is 785-329-2510. Its website is endeavorpw.com.