← Directory
ENDURING WEALTH MANAGEMENT, LLC
CRD 337527File 801-134021
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$181.4M
Bottom 25% of cohort (national)
Discretionary AUM
$181.4M
Clients
172
611 accounts
Employees
1
Bottom 25% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 28, 2025
- Principal office
- 3537 W PATEL CT., MERIDIAN, ID, 83646
- Phone
- 208-409-0147
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $181.4M
- Discretionary AUM
- $181.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 611
- Non-discretionary accounts
- 0
- Total accounts
- 611
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $1 |
| High net worth individuals | 45 | $143.1M |
| Pooled investment vehicles | 1 | $729K |
| Individuals (other than high net worth individuals) | 125 | $37.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.