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ENDURING WEALTH ADVISORS

TEMECULA, CA · CRD 323320 · IAPD ↗ · enduringwealth.com · 951-693-9900

$122.8MRegulatory AUM
3Advisory reps
4Employees
2Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — ENDURING WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.