Endeavor Private Wealth, Inc.
Endeavor Private Wealth, Inc. is a registered investment adviser headquartered in Topeka, Kansas. Founded in 2021, the firm offers personalized investment management, financial planning, and consulting services to individuals, families, business owners, and institutions. With approximately 3 to 8 employees (advisors), the firm serves hundreds of clients, providing customized, fiduciary-based advisory services including estate and tax planning. Endeavor Private Wealth is SEC-registered and works exclusively in the United States.
Investment Strategy
Endeavor Private Wealth provides both discretionary and non-discretionary portfolio management services, tailoring each portfolio to client needs and goals. They utilize a blend of active and passive investment strategies across a mix of securities such as stocks, bonds, ETFs, and mutual funds. Their approach emphasizes risk-adjusted, tax-efficient, and cost-effective asset allocation, using qualitative, quantitative, technical, and relative strength metrics for security selection. The firm is committed to client education, transparent fee arrangements (no performance-based fees or commissions), and prioritizing clients' best interests through a strong fiduciary standard and rigorous adherence to ethical guidelines.
Top Holdings
Equity Positions (196)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSB | ISHARES TR | 4.20% | $13.6M | 291,083 | $45.61 | $46.71 | +$803.8K |
I IVE | ISHARES TR | 2.86% | $9.3M | 44,843 | $195.99 | $206.51 | +$3.0M |
A AVUS | AMERICAN CENTY ETF TR | 2.84% | $9.2M | 84,456 | $97.19 | $108.70 | +$551.9K |
V VO | VANGUARD INDEX FDS | 2.81% | $9.1M | 30,842 | $286.46 | $293.74 | +$7.3M |
Q QUAL | ISHARES TR | 2.77% | $9.0M | 46,070 | $176.18 | $194.50 | +$593.2K |