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ENDURING WEALTH MANAGEMENT, LLC
CRD 337527 · SEC 801-134021
3537 W PATEL CT., MERIDIAN, ID, 83646, United States
Phone
208-409-0147
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$181.4M
Discretionary AUM
$181.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $37.5M |
| High net worth individuals | 45 | $143.1M |
| Pooled investment vehicles | 1 | $729K |
| Charitable organizations | 1 | $1 |
States served
CA, ID, OR, WA
All web addresses on file
Official SEC filing: View on IAPD