AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PF

Patrick Funk

ENDEAVOR PRIVATE WEALTH
BOULDER, CO 80302
Some features on this profile are disabled
CRD#: 7264719
PF

Professional summary

Patrick Funk is a registered financial advisor currently at ENDEAVOR PRIVATE WEALTH, INC. located in Boulder, Colorado.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Patrick has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Funk's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 7, 2026 - Present

ENDEAVOR PRIVATE WEALTH, INC.

Office #1: 1800 Broadway Suite 100, Boulder, CO 80302
RIA
CRD#: 313053
BOULDER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
ENDEAVOR PRIVATE WEALTH, INC.
ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA
Registered Investment Advisory firm - (4/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(1/7/2026)

Exams

Current Firm

EP
ENDEAVOR PRIVATE WEALTH, INC.
ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA
Registered Investment Advisory firm - (4/5/2021 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Townsite Plaza 3 120 Se 6th Ave Suite 110, Topeka, KS, 66603
Mailing Address
Phone number
(785) 329-2510
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENDEAVOR PRIVATE WEALTH FORM ADV PART 2A BROCHURE (12/9/2025)
ENDEAVOR PRIVATE WEALTH WRAP BROCHURE (12/9/2025)

Regulatory assets under management

Total Number of Accounts1,679
AUM (Assets Under Management)$ 352,817,232

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053Boulder, CO 80302

TRUST BUT VERIFY

Monitor Patrick Funk

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

GD
Gregory Del ColomboAdvisorCheck Check Mark
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
IAR
PHILADELPHIA, PA
Waneta A Jaikarran
Waneta JaikarranAdvisorCheck Check Mark
E1 ASSET MANAGEMENT, INC.
PR
Ryan K Taleghani
Ryan TaleghaniAdvisorCheck Check Mark
PENINSULA EQUITY CAPITAL
IAR
San Carlos, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.