Data / Investment advisers / Kansas / Endeavor Private Wealth, Inc.
Endeavor Private Wealth, Inc., Topeka, KS: $595 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Endeavor Private Wealth, Inc. is an SEC registered investment adviser with its main office in Topeka, Kansas and reports $595 million in regulatory assets under management in its Form ADV filed May 21, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Endeavor Private Wealth, Inc. (CRD number 313053): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 313053
- SEC file number
- 801-120702
- SEC status
- Approved, effective April 5, 2021
- Main office
- 2951 SW Woodside Dr., Topeka, KS 66614
- Phone
- (785) 329-2510
- Regulatory AUM
- $595,349,686 in the Form ADV filed May 21, 2026
- Discretionary AUM
- $468,701,185
- Non discretionary AUM
- $126,648,501
- Accounts
- 2,138
- Employees
- 13, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 172 | $438 million |
| Individuals (other than high net worth individuals) | 349 | $129.1 million |
| Charitable organizations | 9 | $18 million |
| Corporations or other businesses | 5 | $10.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $595.3 million | March 25, 2026 |
| December 1, 2025 | $352.8 million | September 8, 2025 |
Other advisers in Kansas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aspyre Wealth Partners | Overland Park | $668.3 million | Not listed | adviserinfo.sec.gov |
| BCWM | Overland Park | $665.2 million | Not listed | adviserinfo.sec.gov |
| 503 Capital Partners, LLC | Leawood | $636.4 million | 8 | adviserinfo.sec.gov |
| Carlson Financial | Topeka | $632.2 million | Not listed | adviserinfo.sec.gov |
| Steffes Financial, LTD | Overland Park | $611.5 million | Not listed | adviserinfo.sec.gov |
| Mattern Wealth Management LLC | Lawrence | $579 million | Not listed | adviserinfo.sec.gov |
| Westward Investment Advisory | Mission | $571.5 million | Not listed | adviserinfo.sec.gov |
| Midwest Financial Group LLC | Overland Park | $566.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Endeavor Private Wealth, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.