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ENDURING WEALTH ADVISORS

ENDURING WEALTH ADVISORS, LLC

CRD 323320 · SEC 801-127552

Visit website

27555 YNEZ ROAD, SUITE 212, TEMECULA, CA, 92591, United States

Phone

951-693-9900

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$122.8M

Discretionary AUM

$122.8M

Team

4 total employees; 3 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals192$59.6M
High net worth individuals33$62.6M
Corporations/business entities3$610K

States served

AZ, CA, LA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD