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| Enduring Wealth Management LLC
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| CRD # | 337527 |
| SEC # | 801-134021 |
| CIK # | |
| AUM | 181.4 M (2026-03-10) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 208-409-0147 |
| Address | 3537 W Patel Ct Meridian, ID 83646 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/10/2026) [Brochure] |
|---|
ITEM 5 Fees and Compensation
ANNUAL FEES FOR ADVISORY SERVICES
EWM is compensated for providing asset management services by charging a negotiable fee based on the
total assets under management. The fees and billing will be pre-determined in writing in the Investment
Advisory Agreement executed by you and EWM.
No additional fee is charged for financial planning services.
Fees for retirement plan services are agreed on before the signing of the Retirement Plan Advisory and
Consulting Agreement. The agreement language includes the fee, which will be charged as a percentage
of the total retirement plan assets.
The below are the standard fee ranges that are charged.
Asset Management Fee Schedule
All Assets Up to 2.00%
FEE BILLING & PAYMENT
Asset management fees are paid quarterly in advance. Financial planning and retirement planning are
included in our asset management fee with no additional cost to the Client. Payments are due on the first
day of the calendar quarter and are based on the account’s asset value as of the last business day of the
prior calendar quarter multiplied by the applicable annual rate and divided by four (4). The fee for the
subsequent quarter is billed and payable within ten (10) days after the end of the prior quarter. We will
deduct our asset management fee only when in receipt of your written authorization by executing an
investment advisory agreement permitting the fees to be paid directly from your account(s). The qualified
custodian will deliver an account statement to you at least quarterly, which will show all disbursements
from your account. We urge you to review all statements for accuracy. Your account at the custodian can
also be charged for certain additional assets managed for you by us but not held by the custodian (i.e.,
variable annuities, mutual funds, 401(k)s).
You are responsible for all third-party fees (i.e., custodian fees, mutual fund fees, transaction fees, etc.).
These fees are separate and distinct from the fees and expenses charged by EWM.
TERMINATION OF AGREEMENT
Either party can terminate the agreement by providing advance written notice. Upon termination of any
account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due
and payable up to and including the effective date of termination.
Notwithstanding the above, if we do not deliver the appropriate disclosure statement to you at least 48
hours prior to you entering into any written or oral advisory contract with us, then you have the right to
terminate the contract without penalty within five (5) business days after entering into the contract.
OTHER EXPENSES AND FEES
The fees discussed above include payment solely for the investment advisory services provided by us and
are separate from certain fees or charges that are imposed by third parties in connection with investments
made on your behalf for your account. Third-party fees can include markdowns, markups, brokerage
commissions, other transaction costs, and/or custodial fees.
All fees paid to us for asset management services are separate from the expenses charged by exchange-
traded funds and mutual funds to their shareholders. These fees and expenses will be used to pay
management fees for the funds, other fund expenses, account administration, and a possible distribution
fee. Exchanged traded funds and mutual funds can be invested in directly by you without our services.
However, you would not receive our services to assist you in determining which products or services are
most suitable for your financial situation and objectives. You should review both the fees we charge and
the fees charged by the fund(s) to understand the total fees to be paid fully.
Please refer to Item 12 of this brochure for a more detailed explanation of brokerage practices.
OTHER COMPENSATION
Certain of our associated persons are also licensed insurance agents. In this capacity, the IARs may
recommend insurance products; however, please note that they will not receive commissions or any other
form of compensation from the sale of insurance products through our advisory services. While IARs can
still provide recommendations, they have no direct financial incentive tied to whether clients choose to
purchase insurance products, as they will not earn commissions on these sales. However, a potential
conflict of interest may still exist, as the IARs can provide recommendations that could align with their
expertise as insurance agents. Clients are under no obligation to act upon any insurance
recommendations. All financial planning advice provided is of a generic nature, and our recommendations
can include products offered by third parties. For more detailed information on how our firm mitigates
and handles potential conflicts of interest, please refer to Item 10 of this Brochure. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/10/2026) [Brochure] |
|---|
ITEM 7 Types of Clients
We provide our investment advisory services to:
-Individuals and families
-High Net Worth Individuals
We do not have a minimum account size for our asset management services. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 37.5 |
| (b) Individuals (high net worth individuals) | 45 | 143.1 |
| (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 | 1 | 0.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 611 | 181.4 |
| By Discretionary | ||
| Discretionary | 611 | 181.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 611 | 181.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.4 | |
| Total | 611 | 181.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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