{"url":"https://nivawealth.com/firms/endeavor-wealth-advisors-305348","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/305348","regulatoryAum":252794072,"crd":"305348","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2841031","suffix":null,"lastName":"BALUNEK","firstName":"MOLLY","middleName":"BERNET"},{"crd":"5320643","suffix":null,"lastName":"DOWNING","firstName":"KARA","middleName":"LYNN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-05-06","regulatoryAum":158723158,"clients":125,"employees":2,"offices":1},{"filedOn":"2023-03-26","regulatoryAum":159487934,"clients":142,"employees":2,"offices":1},{"filedOn":"2024-03-05","regulatoryAum":192445605,"clients":152,"employees":3,"offices":1},{"filedOn":"2025-03-13","regulatoryAum":221615927,"clients":165,"employees":3,"offices":1},{"filedOn":"2026-03-28","regulatoryAum":252794072,"clients":177,"employees":3,"offices":1}],"secFileNumber":"801-122214","legalName":"Endeavor Wealth Advisors, LLC","displayName":"Endeavor Wealth Advisors","slug":"endeavor-wealth-advisors-305348","website":"https://endeavorwa.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/305348/5a85d733fa21537d-r1.webp","tone":"light","width":753,"height":200,"sourceUrl":"https://endeavorwa.com/","sourceLabel":"Endeavor Wealth Advisors, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/endeavor-wealth-advisors/","xUrl":"https://twitter.com/EndeavorWA","founded":"2019","organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"29525 Chagrin BLVD., Suite 300","city":"Pepper Pike","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44122"},"tradeNames":[],"registration":{"secApproved":"27 August 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Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030461","versionId":1030461,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-28","documentName":"ENDEAVOR WEALTH ADVISORS, LLC FIRM BROCHURE DTD 03-31-2026","fee_rate_low":0.75,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":5000},{"role":"other","program":"Retirement Plan Consulting","summary":"Retirement plan consulting is provided for a negotiated fee, charged as a flat fee, billed quarterly, or based on plan asset value.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030461","versionId":1030461,"submittedOn":"2026-03-28","documentName":"ENDEAVOR WEALTH ADVISORS, LLC FIRM BROCHURE DTD 03-31-2026"},{"role":"other","program":"Standalone Financial Planning","summary":"Standalone financial planning is a flat project fee or an hourly rate of $300, with a $2,500 minimum fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030461","versionId":1030461,"submittedOn":"2026-03-28","documentName":"ENDEAVOR WEALTH ADVISORS, LLC FIRM BROCHURE DTD 03-31-2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:26:30.308942+00:00","documents":[{"name":"ENDEAVOR WEALTH ADVISORS, LLC FIRM BROCHURE DTD 03-31-2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030461","versionId":1030461,"submittedOn":"2026-03-28"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Orlando, FL","smaAssets":247704097}],"custodyNote":"Endeavor Wealth Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Molly Balunek","title":"Managing Member, Chief Executive Officer","crd":"2841031"},{"name":"Kara Downing","title":"Managing Member, Chief Compliance Officer","crd":"5320643"}],"ownership":[{"label":"Molly Balunek","detail":"Managing member, chief executive officer in the 50% to 75% ownership band and a control person, since May 2019."},{"label":"Kara Downing","detail":"Managing member, chief compliance officer in the 50% to 75% ownership band and a control person, since May 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"29525 Chagrin BLVD., Suite 300","city":"Pepper Pike","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Endeavor Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Endeavor Wealth Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Endeavor Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Endeavor Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Endeavor Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Endeavor Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Endeavor Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Endeavor Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}