$122.8M Total AUM
$122.8M Disc. AUM
-- 3Y CAGR
4 Employees
230 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- FoundationAtlas
- Established Date
- 03-30-2023
- Office Locations
- 1
Office Locations
27555 Ynez Road Suite 212 Temecula CA
About Enduring Wealth Advisors
Enduring Wealth Advisors is a Temecula, CA RIA providing financial planning, wealth management and ongoing advice for clients pursuing financial independence and navigating retirement. The team (including CFP professionals) builds holistic plans spanning investments, tax, estate and legacy considerations, and coaches through market volatility. Securities are offered through LPL Financial, a relationship in place since 2001.
Team overview
-- AVG AGE
$40.9M AVG AUM / ADVISOR
$533.9K AVG AUM / CLIENT
3.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Request access to benchmark trends tied to peak.
Upgrade to reveal position-level detail across quantum peak.
Open the full profile to inspect shifts in quantum matrix.
Request access to benchmark trends tied to value crest.
Upgrade to reveal position-level detail across momentum beacon.
Unlock to compare peer behavior around matrix matrix.
Unlock to see real insight on signal ridge fusion.
Unlock to compare peer behavior around matrix pathway.
Asset Classes
Crest wave Capital Alpha Element Peak Timber wave Ember summit
Client Personas
Value
CRM
North
Custodian
Peak focus Meridian element Unison delta
Investment Themes
Harbor timber Capital Capital Element
Investment Vehicles
Oak Quantum Alpha
Services
Meridian Glacier foundation Pioneer Zenith glacier Crest Pathway pioneer Ember peak Atlas
Technology
Momentum ember Beacon
Owner & Executives
RALPH BENDER
Chief Executive Officer, Founder, Wealth Advisor
- CRD
- #2398740
- Ownership
- 75% or more
(339) 682-2969
vector.fusion@embercapital.com
in linkedin.com/in/legacy-radial
MARK RONALD TRACY
Chief Compliance Officer
- CRD
- #6021317
- Ownership
- Less than 5%
(424) 271-4406
vital.meridian@valuecapital.com
in linkedin.com/in/alpha-pioneer
Showing 2 of 2 owners & executives
Unlock allContacts
MONA HURTADO
--
- CRD
- #7057747
(978) 698-4395
quantum.wave@elementcapital.com
in linkedin.com/in/peak-vector
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,799,186 | $272,282 |
| Non-Discretionary | $0 | -- |
| Total | $122,799,186 | $272,282 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $122,799,186
Public Funds:
15.6% Cash:
36.0% Equity - Exchange:
30.8% Equity - OTC:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $383,169,008 | 15.6% |
| Cash | $884,236,172 | 36.0% |
| Equity - Exchange | $756,513,169 | 30.8% |
| Equity - OTC | $432,293,239 | 17.6% |
| Total | $2,456,211,588 | 100.0% |