Enduring Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Meridian, ID. Its latest Form ADV filing, dated March 10, 2026, reports $181M in regulatory assets under management, 1 employee, and 611 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
125
2
HNWI
26.2%
45
3
Pooled Investment Vehicles
0.6%
1
4
Charitable
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181Mas of March 10, 2026
Discretionary100.0%
$181M
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$181M
Total Accounts611
10Y AUM Change+$181M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee172:1
10Y Employee Change0 (0.0%)
* 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.