Enduring Wealth Management, LLC
Firm details
- Headquarters
- Meridian, Idaho
- CRD number
- 337527
- Registered since
- July 28, 2025
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.53%
- Individuals20.05%
- Pooled Investment Vehicles0.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Enduring Wealth Management, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm is owner-operated and serves both individual/family clients and institutional relationships, charging fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, and it is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Gregory Rice
PresidentCRD 4681869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Meridian, ID
Ada
Location
Meridian, ID
Headquartered in Meridian, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 3537 W Patel Ct
- Time zone
- MT (UTC-7)
- Office locations
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