Endeavor Private Wealth, Inc.
- Regulatory AUM
- $595M
- Discretionary
- $469M
- Clients
- 535
- Avg AUM / client
- $1.1M
- Accounts
- 2,138
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 349 | $129M | 21.7% |
| High net worth individuals | 172 | $438M | 73.6% |
| Charitable organizations | 9 | $18.0M | 3.03% |
| Corporations and other businesses | 5 | $10.2M | 1.72% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chris Mcgee | Managing Partner | Feb 2021 (6y) | 75% or more | |
| Heidi Dawn Mark | Chief Compliance Officer | Feb 2021 (6y) | Less than 5% | |
| Brady Franklin | Registered representative | Jun 2021 (5y) | ||
| Kathleen Ann Heit | Registered representative | CFP | Apr 2025 (1y) | |
| Jared Scott Griffith | Registered representative | May 2025 (1y) | ||
| Soren Robert Knapic | Registered representative | Jul 2025 (1y) | ||
| Steven Scott Goodell | Registered representative | CFP | Sep 2025 (1y) | |
| Ava En Ni Allen | Registered representative | Sep 2025 (1y) | ||
| Patrick Funk | Registered representative | CFP | Jan 2026 (1y) | |
| Travis Alan Tom | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $580M (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗