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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Enduring Wealth Advisors LLC
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| CRD # | 323320 |
| SEC # | 801-127552 |
| CIK # | |
| AUM | $111.8 M (2025-03-27) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 951-693-9900 |
| Address | 27555 Ynez Road Temecula, CA 92591 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 53.9 |
| (b) Individuals (high net worth individuals) | 40 | 57.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 412 | 111.8 |
| By Discretionary | ||
| Discretionary | 412 | 111.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 412 | 111.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.8 | |
| Total | 412 | 111.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LFG Wealth Partners LLC
✚
|
KY | 0.1 |
|
The Sherry Group Inc
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|
AR | 0.1 |
|
MFG Wealth Management Inc
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|
IN | 0.1 |
|
Carolina Strategy LLC
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|
0.1 | |
|
Main Line Group Wealth Management LLC
✚
|
0.1 | |
|
October Effect Ltd
✚
|
VA | 0.1 |
|
Ralicki & Company PA
✚
|
FL | 0.1 |
|
Purewater Capital LLC
✚
|
TX | 0.1 |
|
Savior LLC
✚
|
MA | 0.1 |
|
Vida Wealth Partners Inc
✚
|
CA | 0.1 |