Wealth manager, independent · Temecula, CA
Enduring Wealth Advisors
Enduring Wealth Advisors, LLC · SEC-registered investment adviser · CRD 323320 · SEC 801-127552
At a glance
Enduring Wealth Advisors is an SEC-registered investment adviser based in Temecula, California, with $123 million in regulatory assets under management as of its Form ADV filed March 12, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 225 individual clients. By Form ADV it is a wealth manager, ranked 7,618th of 8,915 wealth managers and 14,613th of 17,210 SEC-registered advisers by assets.
Main office 951-693-9900enduringwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $123M
- Rank among wealth managers
- #7,618 of 8,915
- Rank among all SEC RIAs
- #14,613 of 17,210
- Rank in California
- #1,647 of 1,873
- Individual clients
- 225
- High-net-worth clients
- 33
- Accounts
- 451
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Ralph E. BenderFounder & CEO
- Mark R. TracyChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Enduring Wealth Advisors is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Its Form ADV brochure (filed March 2026) names LPL Financial as the broker-dealer its advisers are registered with.
Commissionable Securities Sales Representatives of our firm are registered representatives of LPL Financial LLC (“LPL”), member FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 33 | $63M | 51% |
| Individuals | 192 | $60M | 49% |
| Corporations or other businesses | 3 | $1M | <1% |
Disciplinary disclosures
Enduring Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗enduringwealth.com ↗
AtlasMembers
The full record on Enduring Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 4,835 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Enduring Wealth Advisors manage?
Enduring Wealth Advisors reports $123 million in regulatory assets under management across 451 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 12, 2026.
What kind of firm is Enduring Wealth Advisors?
Enduring Wealth Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Enduring Wealth Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($63 million, 33 clients); individuals ($60 million, 192 clients); corporations or other businesses ($609,620, 3 clients).
Does Enduring Wealth Advisors have any disciplinary history?
Enduring Wealth Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Enduring Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →