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 IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Enduring Wealth Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2025. The firm provides fee-based wealth management anchored on percentage-of-AUM pricing and serves both individuals/families and institutional clients. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. The firm does not list ESG investing as a focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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