CRD: 337527
Enduring Wealth Management, LLC
$181.4M Total AUM
$181.4M Disc. AUM
-- 3Y CAGR
1 Employees
172 ADV. Clients
0 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-28-2025
- Office Locations
- 1
Office Locations
-- Meridian ID
About Enduring Wealth Management, LLC
Enduring Wealth Management, LLC is a Meridian, Idaho wealth management firm serving business owners, corporate executives, families, retirees, and corporate retirement plans. The team provides comprehensive financial planning and portfolio management, including retirement and longevity planning, fixed income services, risk management, and estate/charitable giving and trust planning. Affiliated with Raymond James for platform and client access.
Team overview
-- AVG AGE
$181.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Unison Wave radial Element zenith Legacy Wave Focus
Client Personas
Frontier beacon Vertex Eagle
Custodian
Vertex Ridge Summit oak
Investment Themes
Beacon Atlas prime Zenith focus
Investment Vehicles
Catalyst
Services
Focus Matrix Vital capital Oak Vertex Quantum Delta unison Oak vector North Unison alpha Timber north Timber Ridge vector
Owner & Executives
GREGORY BENJAMIN RICE
Chief Compliance Officer, Owner
- CRD
- #4681869
- Ownership
- 75% or more
(573) 799-1104
foundation.harbor@wavecapital.com
in linkedin.com/in/zenith-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,351,001 | $296,810 |
| Non-Discretionary | $0 | -- |
| Total | $181,351,001 | $296,810 |
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Separately Managed Accounts
Total SMA Asset: $180,622,001
Public Funds:
75.8% Cash:
24.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,533,712,284 | 75.8% |
| Cash | $1,447,438,486 | 24.2% |
| Total | $5,981,150,770 | 100.0% |