Overview
Assets Under Management: $181 million
Headquarters: MERIDIAN, ID
High-Net-Worth Clients: 45
Average Client Assets: $3.2 million
Frequently Asked Questions
ENDURING WEALTH MANAGEMENT, LLC 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 #337527), ENDURING WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ENDURING WEALTH MANAGEMENT, LLC is headquartered in MERIDIAN, ID.
ENDURING WEALTH MANAGEMENT, LLC serves 45 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, ENDURING WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ENDURING WEALTH MANAGEMENT, LLC manages $181 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, ENDURING WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.91%
Average Client Assets: $3.2 million
Total Client Accounts: 611
Discretionary Accounts: 611
Regulatory Filings
CRD Number: 337527
Filing ID: 2067488
Last Filing Date: 2026-03-10 17:47:31