ENDURING WEALTH MANAGEMENT, LLC

Overview

Enduring Wealth Management, LLC operates as an independent registered investment adviser, registered with the SEC in 2025 and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and portfolio management focused on fee-based relationships (percentage of AUM). Its advisory activity centers on discretionary portfolio management for individuals and small businesses, with a business model that favors managed vehicles over active single-name stock picking. Investment preferences evident in the firm’s filings show a heavy allocation to public mutual funds and similar pooled vehicles, alongside targeted use of third‑party real estate managers and annuity products. Enduring Wealth does not identify itself as an active ESG investor and is not presented as a capital allocator; rather, it sources external managers and products to construct client portfolios. Custodial and platform choices appear to be an important part of the operational setup, with a single primary custodian holding the large majority of assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices