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ENDURING WEALTH MANAGEMENT, LLC

MERIDIAN, ID · CRD 337527 · IAPD ↗ · enduringwealthmanagement.com · 208-409-0147

$205.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
October 2026 — ENDURING WEALTH MANAGEMENT, LLC notice-filed in LA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2025 — ENDURING WEALTH MANAGEMENT, LLC (MERIDIAN, ID) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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