# Enduring Wealth Management, LLC

> Enduring Wealth Management, LLC is an SEC-registered investment advisory firm in Meridian, ID, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 337527
- Filed as: ENDURING WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Meridian, ID
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337527
- AdvisorCensus page: https://advisorcensus.com/firm/enduring-wealth-management-llc-meridian-id-337527

## Quick answers

**How is Enduring Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Enduring Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Enduring Wealth Management, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated October 27, 2025 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Enduring Wealth Management, LLC located?**
Enduring Wealth Management, LLC's principal office is in Meridian, ID, according to its Form ADV.

**Is Enduring Wealth Management, LLC registered with the SEC or a state?**
Enduring Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337527.

**How much does Enduring Wealth Management, LLC manage?**
Enduring Wealth Management, LLC reports $205,027,001 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**How have Enduring Wealth Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for Enduring Wealth Management, LLC: Regulatory assets under management: $0 in the October 2025 data and $205,027,001 in the October 2026 data. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Enduring Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (51); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Enduring Wealth Management, LLC use?**
Enduring Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Enduring Wealth Management, LLC 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/337527

**Does Enduring Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated October 27, 2025 says: "We do not have a minimum account size for our asset management services."

**What changed in Enduring Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $181,351,001 to $205,027,001 (+13%). Registered or notice-filed in LA, TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated October 27, 2025)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> EWM is compensated for providing asset management services by charging a negotiable fee based on the total assets under management.

> Asset Management Fee Schedule All Assets Up to 2.00%

- Account minimum: None

> We do not have a minimum account size for our asset management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

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: $205,027,001
- Discretionary: $205,027,001
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $41,116,000 |
| High net worth individuals | 51 | $163,066,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $845,000 |
| Charitable organizations | 1 | $1 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, LA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- enduringwealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | June 27, 2025 |
| October 2026 | $205,027,001 | 1 | September 8, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $205,027,001 in the October 2026 data.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $181,351,001 to $205,027,001 (+13%).
- Registered or notice-filed in LA, TX.

### December 2025
- Regulatory assets under management went from $0 to $171,701,001.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enduring Wealth Management, LLC (CRD 337527): Form ADV filing data as of October 2026.