# Enduring Wealth Advisors

> 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.

- CRD: 323320
- Filed as: ENDURING WEALTH ADVISORS
- Legal name: Enduring Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Temecula, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323320
- AdvisorCensus page: https://advisorcensus.com/firm/enduring-wealth-advisors-temecula-ca-323320

## Quick answers

**How is Enduring Wealth Advisors compensated?**
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.

**Where is Enduring Wealth Advisors located?**
Enduring Wealth Advisors' principal office is in Temecula, CA, according to its Form ADV.

**Is Enduring Wealth Advisors registered with the SEC or a state?**
Enduring Wealth Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323320.

**How much does Enduring Wealth Advisors manage?**
Enduring Wealth Advisors reports $122,799,186 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Enduring Wealth Advisors' assets and staff changed since 2023?**
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.

**What types of clients does Enduring Wealth Advisors serve?**
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).

**Which custodians does Enduring Wealth Advisors use?**
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.

**Does Enduring Wealth Advisors report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $122,799,186
- Discretionary: $122,799,186
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 192 | $59,618,831 |
| High net worth individuals | 33 | $62,570,735 |
| Corporations or other businesses not listed above | 3 | $609,620 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, LA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- enduringwealth.com
- Facebook @ENDURINGWEALTHADVISORS
- Instagram @ENDURING_WEALTH_ADVISORS
- LinkedIn @enduring-wealth-advisors
- X @enduring_wealth
- YouTube @RUNNINGMONEYONLINE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $100,600,000 | 6 | June 30, 2023 |
| October 2024 | $102,786,940 | 4 | March 26, 2024 |
| October 2025 | $111,821,583 | 4 | March 27, 2025 |
| October 2026 | $122,799,186 | 4 | March 12, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enduring Wealth Advisors (CRD 323320): Form ADV filing data as of October 2026.