Overview
Assets Under Management: $123 million
Headquarters: TEMECULA, CA
High-Net-Worth Clients: 33
Average Client Assets: $1.9 million
Frequently Asked Questions
ENDURING WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323320), ENDURING WEALTH ADVISORS is subject to fiduciary duty under federal law.
ENDURING WEALTH ADVISORS is headquartered in TEMECULA, CA.
ENDURING WEALTH ADVISORS serves 33 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, ENDURING WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ENDURING WEALTH ADVISORS manages $123 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, ENDURING WEALTH ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.95%
Average Client Assets: $1.9 million
Total Client Accounts: 451
Discretionary Accounts: 451
Regulatory Filings
CRD Number: 323320
Filing ID: 2061362
Last Filing Date: 2026-03-12 15:56:55