Enduring Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Temecula, CA. Its latest Form ADV filing, dated March 12, 2026, reports $123M in regulatory assets under management, 4 employees, and 451 accounts.
Assets Under Management
$123M
Employees
4
Offices
--
Total Clients
228
Primary office
TEMECULA, CA
27555 YNEZ ROAD, SUITE 212, TEMECULA, CA, United States
Top client segmentIndividuals represent 84.2% of total clients.
Top client categories% of clientsClients
1
Individuals
84.2%
192
2
HNWI
14.5%
33
3
Corporations
1.3%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of March 12, 2026
Discretionary100.0%
$123M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$123M
Total Accounts451
10Y AUM Change+$123M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee57:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.