{
  "crd_number": 323320,
  "slug": "enduring-wealth-advisors-temecula-ca-323320",
  "primary_business_name": "ENDURING WEALTH ADVISORS",
  "legal_name": "ENDURING WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Temecula",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "40140",
  "metro": {
    "cbsa_code": "40140",
    "common_name": "Riverside",
    "msa_name": "Riverside-San Bernardino-Ontario, CA",
    "path": "/advisors/ca/riverside"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-03-30",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 122799186.0,
  "raum_discretionary": 122799186.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 59618831.0,
      "count": 192
    },
    "high_net_worth_individuals": {
      "raum": 62570735.0,
      "count": 33
    },
    "corporations_other_businesses": {
      "raum": 609620.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "LA",
    "NH",
    "TX"
  ],
  "websites": [
    "https://enduringwealth.com",
    "https://facebook.com/ENDURINGWEALTHADVISORS",
    "https://instagram.com/ENDURING_WEALTH_ADVISORS",
    "https://linkedin.com/company/enduring-wealth-advisors",
    "https://x.com/enduring_wealth",
    "https://youtube.com/@RUNNINGMONEYONLINE"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323320",
  "city_as_filed": "TEMECULA",
  "url": "https://advisorcensus.com/firm/enduring-wealth-advisors-temecula-ca-323320",
  "display_name": "Enduring Wealth Advisors",
  "summary": "Enduring Wealth Advisors is an SEC-registered investment advisory firm in Temecula, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. Enduring Wealth Advisors (CRD 323320): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Enduring Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Enduring Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Enduring Wealth Advisors located?",
      "a": "Enduring Wealth Advisors' principal office is in Temecula, CA, according to its Form ADV."
    },
    {
      "q": "Is Enduring Wealth Advisors registered with the SEC or a state?",
      "a": "Enduring Wealth Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323320."
    },
    {
      "q": "How much does Enduring Wealth Advisors manage?",
      "a": "Enduring Wealth Advisors reports $122,799,186 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Enduring Wealth Advisors' assets and staff changed since 2023?",
      "a": "In the Form ADV data for Enduring Wealth Advisors: Regulatory assets under management: $100,600,000 in the October 2023 data and $122,799,186 in the October 2026 data, up 22%. Total employees: 6 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Enduring Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (33); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Which custodians does Enduring Wealth Advisors use?",
      "a": "Enduring Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Enduring Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323320"
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 100600000.0,
      "total_employees": 6,
      "filing_date": "2023-06-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 102786940.0,
      "total_employees": 4,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 111821583.0,
      "total_employees": 4,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 122799186.0,
      "total_employees": 4,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/enduring-wealth-advisors-temecula-ca-323320.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 192,
      "fewer_than_5": false,
      "raum": 59618831.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 62570735.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 609620.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323320",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}