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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ENDEAVOR PRIVATE WEALTH, INC.

CRD 313053

TOPEKA, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8ab6a847-fa8e-ec1c-8418-ebf64d0ce18e

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: Mar 4, 2021 to May 21, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $595MItem 5.F on the latest filing (2026-05-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $469M
Private client RAUM: $567MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $54.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 9
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 2,138
Individual clients: 349
High net worth clients: 172
SEC number: 801-120702
CRD: 313053
Filings on the tape: 17
First filed: Mar 4, 2021
Latest filed: May 21, 2026
Organised: Corporation, KS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HEIDI DAWN MARK	n/a	TOPEKA, KS	5	19	1	no
BRADY FRANKLIN	n/a	TOPEKA, KS	5	10	1	no
CHRIS MCGEE	n/a	TOPEKA, KS	5	26	1	no
Kathleen Ann Heit	Certified Financial Planner	TOPEKA, KS	1	19	3	no
Jared Scott Griffith	n/a	TOPEKA, KS \| Horseshoe Bay, TX	1	16	n/a	no
Soren Robert Knapic	n/a	TOPEKA, KS	1	10	n/a	no
STEVEN SCOTT GOODELL	Certified Financial Planner	TOPEKA, KS \| Boulder, CO	1	14	2	no
AVA EN-NI ALLEN	n/a	TOPEKA, KS \| Boulder, CO	1	10	1	no
PATRICK FUNK	Certified Financial Planner	BOULDER, CO \| TOPEKA, KS	0	12	n/a	no
TRAVIS ALAN TOM	n/a	Littleton, CO \| TOPEKA, KS	0	21	2	no
Joanna Louise Bambo	n/a	TOPEKA, KS	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARK, HEIDI, DAWN	CHIEF COMPLIANCE OFFICER	Na	yes	02/2021	Mar 4, 2021	Dec 6, 2024
MCGEE, CHRISTOPHER, JAY	MANAGING PARTNER	E	yes	02/2021	Mar 4, 2021	Dec 6, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ENDEAVOR PRIVATE WEALTH SOLUTIONS, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
OVERLAND PARK	Ks	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$595M	$469M	13	9	3	n/a	n/a
2024	Feb 19, 2025	$353M	$266M	8	3	1	n/a	n/a
2023	Mar 12, 2024	$304M	$233M	8	3	1	n/a	n/a
2022	Mar 27, 2023	$275M	$222M	3	3	0	n/a	n/a
2021	Mar 23, 2022	$273M	$222M	3	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$595M	$353M	68.7%	$275M	29.4%	13	8	4	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Sep 16, 2025	Sep 10, 2025	BOULDER, CO	Team lift out	Wirehouse to RIA	0.0%
WELLS FARGO ADVISORS	3	Aug 26, 2021	Jun 8, 2021	TOPEKA, KS	Team lift out	Wirehouse to RIA	0.0%

Relationships

Registered with (11)

← Joanna Louise BamboAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← TRAVIS ALAN TOMAdvisorregistration: current employment
May 13, 2026 to presentfactForm ADV
← PATRICK FUNKAdvisorregistration: current employment
Jan 7, 2026 to presentfactForm ADV
← AVA EN-NI ALLENAdvisorregistration: current employment
Sep 10, 2025 to presentfactForm ADV
← STEVEN SCOTT GOODELLAdvisorregistration: current employment
Sep 9, 2025 to presentfactForm ADV
← Soren Robert KnapicAdvisorregistration: current employment
Jul 17, 2025 to presentfactForm ADV
← Jared Scott GriffithAdvisorregistration: current employment
May 16, 2025 to presentfactForm ADV
← Kathleen Ann HeitAdvisorregistration: current employment
Apr 29, 2025 to presentfactForm ADV
← CHRIS MCGEEAdvisorregistration: current employment
Jun 8, 2021 to presentfactForm ADV
← HEIDI DAWN MARKAdvisorregistration: current employment
Jun 7, 2021 to presentfactForm ADV
← BRADY FRANKLINAdvisorregistration: current employment
Jun 7, 2021 to presentfactForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out, same day
Sep 16, 2025 to Sep 10, 2025factForm ADV

Controls (2)

← MCGEE, CHRISTOPHER, JAYOwnerMANAGING PARTNER, ownership code E, individual
Mar 4, 2021 to Dec 6, 2024factForm ADV
← MARK, HEIDI, DAWNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 4, 2021 to Dec 6, 2024factForm ADV

Dated events

Occurred
Mar 25, 2026
Regulatory AUM changed
Endeavor Private Wealth, Inc. reported RAUM $595.3M, up 69% from $352.8M (2025-12-09 to 2026-03-25)
Form ADVobserved 5 days ago
$243M
Occurred
Sep 16, 2025
Team lift-out
2 advisors left Wells Fargo Advisors (Dillon, CO) for Endeavor Private Wealth, Inc. on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Mar 4, 2021
First Form ADV filing
Endeavor Private Wealth, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ab6a847-fa8e-ec1c-8418-ebf64d0ce18e
First observed: Mar 4, 2021
Last observed: May 21, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ENDEAVOR PRIVATE WEALTH, INC.

CRD 313053

TOPEKA, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8ab6a847-fa8e-ec1c-8418-ebf64d0ce18e

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HEIDI DAWN MARK

n/a

TOPEKA, KS

BRADY FRANKLIN

n/a

TOPEKA, KS

CHRIS MCGEE

n/a

TOPEKA, KS

Kathleen Ann Heit

Certified Financial Planner

TOPEKA, KS

Jared Scott Griffith

n/a

TOPEKA, KS | Horseshoe Bay, TX

n/a

Soren Robert Knapic

n/a

TOPEKA, KS

n/a

STEVEN SCOTT GOODELL

Certified Financial Planner

TOPEKA, KS | Boulder, CO

AVA EN-NI ALLEN

n/a

TOPEKA, KS | Boulder, CO

PATRICK FUNK

Certified Financial Planner

BOULDER, CO | TOPEKA, KS

n/a

TRAVIS ALAN TOM

n/a

Littleton, CO | TOPEKA, KS

Joanna Louise Bambo

n/a

TOPEKA, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARK, HEIDI, DAWN

CHIEF COMPLIANCE OFFICER

yes

02/2021

Mar 4, 2021

Dec 6, 2024

MCGEE, CHRISTOPHER, JAY

MANAGING PARTNER

yes

02/2021

Mar 4, 2021

Dec 6, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ENDEAVOR PRIVATE WEALTH SOLUTIONS, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

OVERLAND PARK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$595M

$469M

n/a

2024

Feb 19, 2025

$353M

$266M

n/a

2023

Mar 12, 2024

$304M

$233M

n/a

2022

Mar 27, 2023

$275M

$222M

n/a

2021

Mar 23, 2022

$273M

$222M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$595M

$353M

68.7%

$275M

29.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Sep 16, 2025

Sep 10, 2025

BOULDER, CO

Team lift out

Wirehouse to RIA

0.0%

WELLS FARGO ADVISORS

Aug 26, 2021

Jun 8, 2021

TOPEKA, KS

Team lift out

Wirehouse to RIA

0.0%