Enduring Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$180,622,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
170
26% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
170
Very HighAverage account size
$1,062,482
About
Enduring Wealth Management provides asset management, financial planning, and ongoing consulting primarily for individual and high‑net‑worth clients. The firm also accepts engagements with employer‑sponsored retirement plans, corporate/business clients, charitable organizations, and pooled investment vehicles.
It manages client accounts on a discretionary basis and follows a goal‑focused, long‑term equity investment approach informed by Modern Portfolio Theory and an aversion to market timing. Clients receive continuous supervision and periodic reviews, with financial planning services that can address retirement planning, charitable planning, business financial planning, and implementation follow‑through.
Noteworthy features include retirement plan consulting delivered as a 3(38) fiduciary and an explicit willingness to work with pooled vehicles, charities, and corporate plan sponsors—client types that are relatively uncommon for independent advisers. The firm also discloses that certain associated persons hold insurance licenses but states they will not receive commissions for insurance products recommended through its advisory services.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Tax strategies for small businesses
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Up to 2.00% annually (negotiable)
Main office location
Enduring Wealth Management, LLC
3537 W Patel Ct.
Meridian ID 83646, United States
Number of offices
1
Most active in
Enduring Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Oregon · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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