Enduro Wealth Management, LLC

RIASEC Registered
Total AUM
$4.4M
Discretionary
$4.4M
100% of AUM
Avg account
$102K
Accounts
43
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
288052
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI54.51%
  • Individuals45.27%
  • Pension & Profit Sharing Plans0.21%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Enduro Wealth Management, LLC is a small, owner-operated independent registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with educational workshops, and it appears to run a fee model that mixes asset-based fees with hourly and fixed-fee engagements. Investment activity is tilted toward publicly traded equities — both individual stocks and exchange-traded funds — but the firm also accesses third-party alternative managers when appropriate. Given its client base and service mix, the firm looks to deliver customized, client-level solutions rather than scale-driven product distribution. It does not position itself as an active ESG investor and is not flagged as a multi-state or pension consultant adviser. The business also lists accounting among its activities, which suggests an emphasis on tax-aware planning and implementation alongside portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Non-Exchange Traded Equities 44%, Cash & Cash Equivalents 4%, Other 4%52%
  • Exchange Traded Equities52%
  • Non-Exchange Traded Equities44%
  • Cash & Cash Equivalents4%
  • Other4%

Contacts

1 of 1
  • Michael Bisbee

    Michael Bisbee

    Founder & Financial AdvisorCRD 6261798

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth