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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-27-2017
- Office Locations
- 3
Office Locations
About Enduro Wealth Management, LLC
Enduro Wealth Management, LLC is an Eagle, Idaho-based independent RIA serving retail clients, including entrepreneurs and accredited investors. The firm provides financial/wealth planning, portfolio construction, and tax/estate and insurance planning, with an active, risk-managed asset allocation approach implemented primarily through ETFs and individual equities. Custodies with Altruist and supports held-away assets via Pontera.
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Accredited Investors
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Owner & Executives
Michael DeWitt Bisbee
Chief Compliance Officer, President
- CRD
- #6261798
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael DeWitt Bisbee
Chief Compliance Officer, President
- CRD
- #6261798
JaKayla Bryant
Account Manager
- CRD
- --
Showing 2 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,391,323 | -- |
| Non-Discretionary | $9,373 | -- |
| Total | $4,400,696 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,400,696
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,210,925,658 | 35.0% |
| Equity - OTC | $681,578,156 | 19.7% |
| Cash | $1,567,283,779 | 45.3% |
| Total | $3,459,787,593 | 100.0% |