Enduring Wealth Advisors
Enduring Wealth Advisors is an SEC-registered mass-market adviser in Temecula, CA with $122.8M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Enduring Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323320, SEC 801-127552, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $122.8M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Temecula, CA
- Employees
- 4
- Clients
- 228
- CRD
- 323320
- Ownership
- BENDER, RALPH, E L; TRACY, MARK, RONALD
How much AUM does Enduring Wealth Advisors have?
Enduring Wealth Advisors reported $122.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Enduring Wealth Advisors?
Disclosed owners and executives of Enduring Wealth Advisors include BENDER, RALPH, E L, TRACY, MARK, RONALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.