Boulder, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Endeavor Private Wealth, Inc.
Team
Firm-wide stats for Endeavor Private Wealth, Inc.
About
Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing about $595 million across discretionary and non-discretionary accounts with a team of ten advisors. The firm provides investment and wealth management, selection of independent managers, financial planning and consulting, and fiduciary and non-fiduciary services for plan sponsors, and it operates a wrap fee portfolio management program.
The firm constructs risk‑adjusted, tax‑aware asset allocations using a mix of active and passive strategies and implements them through in‑house management, independent managers (including Wells Fargo, Adhesion, and Waterfront), and sub-advisors. Endeavor also uses third‑party platforms to manage held‑away retirement and 529 assets, and it offers access to alternatives via iCapital as well as strategies such as direct indexing, options-based approaches, and long/short mandates through specialist sub-advisors.
Several operational features differentiate Endeavor from many peers: it sponsors a wrap fee program and works with separately managed account programs (Wells Fargo/Adhesion), and it uses borrowing in separately managed accounts — a practice that is uncommon among similar team firms. The firm also discloses an affiliated insurance agency through common ownership and licensed advisors who may receive commissions, and it reports using custodial and brokerage arrangements (Trade-PMR, First Clearing, Schwab) that provide technology and support services.
Based on Endeavor Private Wealth, Inc.
Expertise
Based on Endeavor Private Wealth, Inc.
Location
1800 Broadway, Suite 100
Boulder CO 80302
Advisors at this office
3
Advisors at this office
Steven G
CFP®, Series 66
Boulder, CO
Endeavor Private Wealth, Inc.
Steven Goodell is a CFP® with 14 years of industry experience, currently serving at Endeavor Private Wealth, Inc. in Boulder, CO. He previously worked at Wells Fargo Clearing and LPL Financial. Outside of advising, he has partial ownership in Aztec Brothers, LLC. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts. The firm employs a mix of active and passive strategies and offers services including investment and wealth management, financial planning, and fiduciary and non-fiduciary plan sponsor services.
Patrick F
CFP®
Boulder, CO
Endeavor Private Wealth, Inc.
Patrick Funk is a CFP® affiliated with Endeavor Private Wealth, Inc. in Boulder, CO, with six years of prior experience at Charles Schwab and additional roles in financial and corporate sectors. He joined Endeavor Private Wealth in 2025 and is part of a four-advisor team. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations combining active and passive strategies and offers both wrap fee programs and separately managed account platforms.
Ava A
Series 66
Boulder, CO
Endeavor Private Wealth, Inc.
Ava Allen is a Series 66-licensed financial advisor with Endeavor Private Wealth, Inc. in Boulder, Colorado, bringing four years of industry experience. Her background includes nearly a decade at Wells Fargo Clearing and a prior role at Olisamra Inc. Outside of her advisory work, she is involved in managing rental properties with immediate family members. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts. The firm employs a risk-adjusted, tax-aware investment approach that combines active and passive strategies, utilizing in-house management, independent managers, and specialist sub-advisors.
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