Enduro Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288052
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.51%
- Individuals45.27%
- Pension & Profit Sharing Plans0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Enduro Wealth Management, LLC is a small, owner-operated independent registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with educational workshops, and it appears to run a fee model that mixes asset-based fees with hourly and fixed-fee engagements. Investment activity is tilted toward publicly traded equities — both individual stocks and exchange-traded funds — but the firm also accesses third-party alternative managers when appropriate. Given its client base and service mix, the firm looks to deliver customized, client-level solutions rather than scale-driven product distribution. It does not position itself as an active ESG investor and is not flagged as a multi-state or pension consultant adviser. The business also lists accounting among its activities, which suggests an emphasis on tax-aware planning and implementation alongside portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Non-Exchange Traded Equities44%
- Cash & Cash Equivalents4%
- Other4%
Contacts
1 of 1
Michael Bisbee
Founder & Financial AdvisorCRD 6261798
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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