Enduring Wealth Advisors, LLC
● SEC registered since 2023CRD 323320SEC# 801-127552Temecula, CA
Reg. AUM
$122.8M
Employees
4
Accounts
451
Location
Temecula, CA
Enduring Wealth Advisors, LLC assets under management
Enduring Wealth Advisors, LLC is an SEC-registered investment adviser based in Temecula, CA. The firm has been registered since 2023. It reports $122.8 million in regulatory assets under management and employs 4 people.
Enduring Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Ronald Tracy Control | Chief Compliance Officer | Under 5% | 2023 |
| Ralph E L Bender Control | Founder & Ceo | Over 75% | 2023 |
Frequently asked questions
How much does Enduring Wealth Advisors, LLC manage?
Enduring Wealth Advisors, LLC reports $122.8 million in regulatory assets under management on its Form ADV.
How many employees does Enduring Wealth Advisors, LLC have?
Enduring Wealth Advisors, LLC reports 4 employees.
Where is Enduring Wealth Advisors, LLC located?
Enduring Wealth Advisors, LLC is based in Temecula, CA and has been SEC-registered since 2023.
Does Enduring Wealth Advisors, LLC disclose fund performance?
Enduring Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27555 Ynez Road, Suite 212, Temecula, CA 92591 |
| Phone | 951-693-9900 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.8M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$122.8Mregulatory AUM
Discretionary $122.8M