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| Enduring Wealth Advisors LLC
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| |
|---|---|
| CRD # | 323320 |
| SEC # | 801-127552 |
| CIK # | |
| AUM | $102.8 MM (2024-03-26) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 951-693-9900 |
| Address | 27555 Ynez Road Temecula, CA 92591 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 58.6 |
| (b) Individuals (high net worth individuals) | 25 | 42.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 410 | 102.8 |
| By Discretionary | ||
| Discretionary | 410 | 102.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 410 | 102.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.8 | |
| Total | 410 | 102.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Delaware Avenue Wealth Planners LLC
✚
|
DE | 0.1 |
|
TCN Private Wealth Management LLC
✚
|
NY | 0.1 |
|
Vista CIMA Wealth Management LLC
✚
|
AZ | 0.1 |
|
Team Hays Inc
✚
|
TX | 0.1 |
|
Main Line Group Wealth Management LLC
✚
|
UT | 0.1 |
|
Keenan LLC
✚
|
MA | 0.1 |
|
FCIG Wealth Management LLC
✚
|
CT | 0.1 |
|
Merryfield Barnes LLC
✚
|
NY | 0.1 |
|
Earthview Advisors LLC
✚
|
FL | 0.1 |
|
Mullins Investment Services LLC
✚
|
VA | 0.1 |