Endeavor Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Endeavor Wealth Advisors reports 177 clients. They include 96 individual clients, 75 high-net-worth individuals and 3 charitable organizations. Of its assets, 99.2% ($251M across 575 accounts) are managed with discretion; $2M across 2 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 15% |
| High-net-worth individuals | 42% | 84% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 2% | 1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 96 | $36.8M | 14.6% | $384K |
| High-net-worth individuals | 75 | $213M | 84.2% | $2.84M |
| Pension and profit-sharing plans | Fewer than 5 | $405K | 0.2% | $405K |
| Charitable organizations | Fewer than 5 | $2.67M | 1.1% | $891K |
| Corporations and other businesses | Fewer than 5 | $81.6K | 0.0% | $40.8K |
| Total | 177 | $253M | 100% | — |
- Clients
- 96
- Regulatory AUM
- $36.8M
- AUM share
- 14.6%
- Avg. per client
- $384K
- Clients
- 75
- Regulatory AUM
- $213M
- AUM share
- 84.2%
- Avg. per client
- $2.84M
- Clients
- Fewer than 5
- Regulatory AUM
- $405K
- AUM share
- 0.2%
- Avg. per client
- $405K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.67M
- AUM share
- 1.1%
- Avg. per client
- $891K
- Clients
- Fewer than 5
- Regulatory AUM
- $81.6K
- AUM share
- 0.0%
- Avg. per client
- $40.8K
Total
- Clients
- 177
- Regulatory AUM
- $253M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Endeavor Wealth Advisors charges 0.75%–1.25% a year for its Investment Advisory Services. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Consulting
- Retirement plan consulting is provided for a negotiated fee, charged as a flat fee, billed quarterly, or based on plan asset value.
- Standalone Financial Planning
- Standalone financial planning is a flat project fee or an hourly rate of $300, with a $2,500 minimum fee.
Molly Balunek owns 50% to 75% of Endeavor Wealth Advisors. Molly Balunek is CEO; the leadership team includes Chief Compliance Officer Kara Downing. It has 3 employees, 2 of them in advisory roles.
Leadership
- Molly BalunekManaging Member, Chief Executive Officer
- Kara DowningManaging Member, Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Molly Bernet Balunek
- Kara Lynn Downing
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Endeavor Wealth Advisors, LLC
Molly Balunek
Control person · since May 2019
- Owns 50% to 75% of Endeavor Wealth Advisors, LLC
Kara Downing
Control person · since May 2019
Endeavor Wealth Advisors’ regulatory assets grew 1.6× from $159M (May 2022) to $253M (March 2026); clients rose from 125 to 177 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $253M | 177 | 3 | 1 |
| March 2025 | $222M | 165 | 3 | 1 |
| March 2024 | $192M | 152 | 3 | 1 |
| March 2023 | $159M | 142 | 2 | 1 |
| May 2022 | $159M | 125 | 2 | 1 |
Besides its headquarters, Endeavor Wealth Advisors has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 29525 Chagrin BLVD., Suite 300, Pepper PikeHQ
Contact and registration details
- Legal name
- Endeavor Wealth Advisors, LLC
- Headquarters
- 29525 Chagrin BLVD., Suite 300, Pepper Pike, OH 44122
- Website
- endeavorwa.com
- Phone
- 216-373-0808
- @endeavor-wealth-advisors
- SEC file
- 801-122214
- Founded
- 2019
- Structure
- Ohio LLC
- Fiscal year end
- December
Endeavor Wealth Advisors uses Charles Schwab ($248M) as custodian for its separately managed accounts. Endeavor Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $248M100%
At year end, Endeavor Wealth Advisors’ separately managed accounts were mostly in funds (54%) and stocks (32%).
What the accounts hold
- Stocks32%
- Funds54%
- Bonds5%
- Investment grade corporate bonds4%
- State and local bonds1%
- Cash2%
- Other7%
- Annuities7%
How many clients does Endeavor Wealth Advisors have?
Endeavor Wealth Advisors has 177 clients and manages $253 million for them, as of March 2026. They include 96 individual clients, 75 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 March 2026
What services does Endeavor Wealth Advisors offer?
Endeavor Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, business succession 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 Wealth Advisors charge?
Endeavor Wealth Advisors charges 0.75%–1.25% a year for its Investment Advisory Services. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Source: ENDEAVOR WEALTH ADVISORS, LLC FIRM BROCHURE DTD 03-31-2026, filed 28 March 2026
Which custodians does Endeavor Wealth Advisors use?
Endeavor Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $248M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 March 2026
How many financial advisors does Endeavor Wealth Advisors have?
Endeavor Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Wealth Advisors invest in?
At the end of its last fiscal year, Endeavor Wealth Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 7% other, 4% investment grade corporate bonds, 2% cash and equivalents and 1% state and local bonds. The 7% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Endeavor Wealth Advisors?
Endeavor Wealth Advisors’ direct owners are Molly Balunek (50% to 75%) and Kara Downing (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 March 2026
How does Endeavor Wealth Advisors get paid?
Endeavor Wealth Advisors is paid through a percentage of assets under management and hourly charges. 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
How do I contact Endeavor Wealth Advisors?
Endeavor Wealth Advisors’ main office is at 29525 Chagrin BLVD., Suite 300, Pepper Pike, OH 44122. Its phone number is 216-373-0808. Its website is endeavorwa.com.