ENDURING WEALTH ADVISORS, LLC

ENDURING WEALTH ADVISORS, LLC of TEMECULA, CA is an SEC-registered investment adviser (CRD 323320). Regulatory assets under management: $122.8M.

Registration

• CRD: 323320
• SEC file number: 801-127552
• Type: Registered investment adviser
• Location: 27555 YNEZ ROAD, SUITE 212, TEMECULA, CA, 92591
• Phone: 951-693-9900
• Latest filing: 2026-03-12
• Regulatory AUM: $122.8M
• Discretionary AUM: $122.8M
• Clients: 4
• Accounts: 451

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323320 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search