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Enduring Wealth Advisors

Updated today

Client assets under management

$122,189,566

Clients

225

15% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

75

High

Average account size

$543,065

About

Enduring Wealth Advisors LLC is a small supported investment adviser managing roughly $122.8 million for about 225 clients, primarily individual and high‑net‑worth investors, and it also serves trusts, retirement plans and business entities. The firm provides discretionary asset management alongside financial planning and retirement plan consulting, implementing portfolios with individual securities, ETFs, mutual funds, options, third‑party managers and LPL‑sponsored model and SMA programs.

The firm tailors portfolios to client objectives and risk tolerances, monitoring accounts regularly and employing a mix of fundamental, technical, qualitative and quantitative analyses together with strategic asset‑allocation, alternative investments and option strategies. In implementing client strategies it uses sub‑advisors and LPL platforms and, where appropriate, may permit borrowing/margin in managed accounts and utilize structured products or covered‑call strategies.

Notably for a firm of this size, Enduring Wealth’s representatives are dually registered with LPL Financial and are licensed insurance agents, and the firm discloses that it sponsors a wrap fee program and receives support services from LPL. These operational affiliations and the acceptance of commissionable business and third‑party services are documented in the brochure and are factors clients may weigh when evaluating implementation, custody and potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Wealth management

Fee options

Percentage

$0+: Up to 1.50% annually for Asset Management services $0+: Up to 1.00% annually for Retirement Plan Consulting services

Commissions

Representatives receive commissions for sale of securities as registered representatives of LPL Financial; no commissions on advisory accounts.

Project-based

Up to $500 per hour for Financial Planning and Consulting services.

Other

Account minimum: $10,000

Main office location

Enduring Wealth Advisors

27555 Ynez Road, Suite 212

Temecula CA 92591, United States

Number of offices

1

Most active in

Arizona · California · Louisiana · New Hampshire · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mona H

Series 66

Temecula, CA

Enduring Wealth Advisors

Mona Hurtado is a financial advisor at Enduring Wealth Advisors in Temecula, CA, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at LPL Financial LLC and Enduring Wealth Advisors, as well as work at Pala Casino, Rancho Christian School, and Community Mission of Hope. Outside of advising, she works as a DoorDash driver. Enduring Wealth Advisors serves individual and high-net-worth clients, trusts, pension plans, and business clients by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of fundamental, technical, quantitative, and sector analysis, and incorporates options and alternative investments as part of its strategies.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Wealth management
user avatar

Ralph B

CFP®, Series 63, Series 66

Temecula, CA

Enduring Wealth Advisors

Ralph Bender is a CFP® with over 32 years of industry experience, currently serving as an advisor at Enduring Wealth Advisors. He has been affiliated with LPL Financial since 2001 and joined Enduring Wealth Advisors in 2023. Outside of his advisory work, he conducts investment-related seminars for Calvary Chapel Bible Fellowship in Temecula, CA. Enduring Wealth Advisors serves individual and high-net-worth clients, trusts, pension plans, and businesses by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of fundamental, technical, quantitative, and sector analysis, and it incorporates a range of investment strategies including options and alternative investments.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Wealth management
user avatar

Mark T

CFP®, Series 66

Temecula, CA

Enduring Wealth Advisors

Mark Tracy is a CFP® and holds a Series 66 license, with 13 years of industry experience. He is currently affiliated with Enduring Wealth Advisors in Temecula, CA, and has also worked with LPL Financial since 2016. Outside of his advisory work, he volunteers as a youth baseball team manager for the Shetland Phillies. Enduring Wealth Advisors serves individual and high-net-worth clients, trusts, pension plans, and businesses by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of fundamental, technical, quantitative, and sector analysis, and includes options, alternative investments, and third-party manager recommendations in its strategies.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Wealth management
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