ENDURING WEALTH ADVISORS

Overview

Enduring Wealth Advisors is an independent, LLC-structured registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm leans heavily on discretionary portfolio management and financial planning, offering a mix of advisory services that include portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting support and the selection of outside advisers. Fee arrangements combine AUM-based charges with hourly billing. Investment activity centers on public fund vehicles for liquid exposure while the firm also acts as an allocator into third-party alternative managers. The ADV indicates Enduring Wealth Advisors is not an active ESG investor and does not operate as a multi-state adviser. The firm maintains industry relationships with a broker-dealer and insurance providers, which supports distribution and product access for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices