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Travis Tom

Endeavor Private Wealth, INC.
16 Years of Experience
Littleton, CO
2 Disclosures
View SEC Summary
View SEC Summary

Travis Tom is a registered investment advisor at Endeavor Private Wealth, INC., based in Littleton, CO, with 16 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 535 clients with $600M in assets under management.

Endeavor Private Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
535 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$595.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $5.0M1.05%
$5.0M - $10.0M0.95%
$10M+0.95%

Fees for amounts over $10,000,000 are negotiable. Fees may be based on cumulative household assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2650 W. Belleview Ave, Littleton, CO, 80123

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2026
Customer Dispute
December 2025
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Endeavor Private Wealth, INC.
May 2026 - Present · 5 mos
Previous Registrations
Endeavor Private Wealth, INC.
April 2026 - April 2026 · 0 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - April 2026 · 15 yrs 3 mos
Wells Fargo Advisors
January 2011 - April 2026 · 15 yrs 3 mos
Wells Fargo Investments, LLC
August 2010 - January 2011 · 5 mos
Wells Fargo Investments, LLCBroker
July 2010 - January 2011 · 6 mos
National Planning CorporationBroker
February 2004 - March 2004 · 1 mo
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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