Houston, TX Office

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.