Enduring Wealth Management, LLC
SEC RegisteredSophisticated wealth management to serve your individual needs
About the firm
Enduring Wealth Management offers sophisticated investment solutions and comprehensive financial plans designed to align with clients' specific investment requirements. Their client-focused approach is tailored to individual goals, guided by professional skill through today's challenging financial landscape.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and investment management with comprehensive, personalized financial plans tailored to individual client needs and goals.
Who they serve
Retirees, business owners and entrepreneurs, corporate executives, and families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 125 | $38M |
| High Net Worth Individuals | 45 | $143M |
| Pension/Profit Sharing Plans | 1 | $729k |
| State/Municipal Entities | 1 | — |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 2.00% |
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Enduring Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched