AdFi
EW

Endeavor Wealth Advisors, LLC

SEC Registered
Pepper Pike, OHhttps://endeavorwa.com216-373-0808
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
577

About the firm

Endeavor Wealth Advisors, LLC is a Registered Investment Adviser (RIA) based in Pepper Pike, OH.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable Organizations

Services

Retirement PlanningEstate PlanningTax PlanningInsuranceCharitable GivingCash Flow Planning

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)96$37M
High Net Worth Individuals75$213M
Charitable Organizations1$405k
State/Municipal Entities3

Leadership

Molly Bernet Balunek
MANAGING MEMBER, CHIEF EXECUTIVE OFFICER
Kara Lynn Downing
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
OH
Pepper PikeHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#305348
SEC Number
801-122214
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
Minimum: $500,000 (waivable)
Asset tierAnnual rate
Up to $500,0001.25%
$500,001 to $1,000,0001.00%
$1,000,001 to $2,000,0000.95%
$2,000,001 to $3,000,0000.85%
$3,000,000 to $5,000,0000.80%
$5,000,000 to $7,000,0000.75%
Over $7,000,0000.00%

Data as of March 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Endeavor Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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