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Building 2ENDURING WEALTH MANAGEMENT, LLC

Map pinMERIDIAN, ID
Phone208-409-0147
NotebookSEC #801-134021
Total AUM
$181.4M
Employees
1
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3537 W PATEL CT.
MERIDIAN
ID 83646
United States
Operating Hours
8AM-5PM
BY APPOINTMENT ONLY
Phone
208-409-0147

ReceiptFinancials

Total AUM
$181.4M
Accounts
611
Discretionary
$181.4M
Accounts
611
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$37.5M
HNW Individual Clients
45
AUM
$143.1M
Pooled Vehicle Clients
1
AUM
$729K
Charitable Organization Clients
1
AUM
$1

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDORWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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