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Enduring Wealth Advisors, LLC

● SEC registered since 2023CRD 323320SEC# 801-127552Temecula, CA
Export (members)
Reg. AUM
$111.8M
Employees
4
Accounts
412
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 $111.8 million in regulatory assets under management and employs 4 people.

Enduring Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Mark Ronald Tracy ControlChief Compliance OfficerUnder 5%2023
Ralph E L Bender ControlFounder & CeoOver 75%2023

Frequently asked questions

How much does Enduring Wealth Advisors, LLC manage?

Enduring Wealth Advisors, LLC reports $111.8 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

Address27555 Ynez Road, Suite 212, Temecula, CA 92591
Phone951-693-9900
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.8M
Non-discretionary$0
Total (RAUM)$111.8M