ENDURANCE WEALTH MANAGEMENT, INC.
CRD #148129 SEC #801-70077 PROVIDENCE, RI 401-854-0993
SEC Registered
Total AUM
$1B
Discretionary
$912.6M
Employees
9
Clients
11
Accounts
778
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $1B | $912.6M | $116.5M | 9 | 0 |
| Mar 2023 | $1B | $912.6M | $116.5M | 9 | 0 |
| Dec 2022 | $1.2B | $1.1B | $135.3M | 10 | 0 |
| Jan 2022 | $1.2B | $1.1B | $135.3M | 10 | 0 |
| Jan 2022 | $1.2B | $1.1B | $135.3M | 10 | 0 |
| Jan 2022 | $1.2B | $1.1B | $135.3M | 10 | 0 |
| Jan 2022 | $1.2B | $1.1B | $135.3M | 10 | 0 |
| Nov 2021 | $1.1B | $976M | $116M | 9 | 0 |
| Jan 2021 | $1.1B | $976M | $116M | 9 | 0 |
| Jun 2020 | $968.1M | $862.1M | $106M | 9 | 0 |
| Jan 2020 | $968.1M | $862.1M | $106M | 9 | 0 |
| Feb 2019 | $836.7M | $750.2M | $86.5M | 10 | 0 |
| Jan 2018 | $937.9M | $843.5M | $94.4M | 10 | 0 |
| Nov 2017 | $924.8M | $833M | $91.8M | 11 | 0 |
| Nov 2017 | $924.8M | $833M | $91.8M | 11 | 0 |
| Jan 2017 | $850.8M | $764.2M | $86.6M | 11 | 400 |
| Jan 2016 | $817.4M | $733.9M | $83.5M | 12 | 400 |
| May 2015 | $911.2M | $820.2M | $91.1M | 11 | 400 |
| Feb 2015 | $880.7M | $792.8M | $87.9M | 11 | 400 |
| Aug 2014 | $847.3M | $759.9M | $87.4M | 10 | 400 |
| Jul 2014 | $990.6M | $903.2M | $87.4M | 10 | 400 |
| Feb 2014 | $795.2M | $711.2M | $83.9M | 9 | 350 |
| Jan 2013 | $663.5M | $589.1M | $74.4M | 9 | 350 |
| Jan 2013 | $664.8M | $590.4M | $74.4M | 9 | 350 |
| Jan 2013 | $664.8M | $590.4M | $74.4M | 9 | 350 |
| Oct 2012 | $543M | $543M | $0 | 6 | 350 |
| Oct 2012 | $543M | $543M | $0 | 6 | 350 |
| May 2012 | $543M | $543M | $0 | 6 | 350 |
| Mar 2012 | $543M | $543M | $0 | 6 | 350 |
| Dec 2011 | $515M | $515M | $0 | 6 | 350 |
| Jan 2011 | $535M | $535M | $0 | 10 | -- |
DateApr 2023
Total AUM$1B
Discretionary$912.6M
Non-Disc.$116.5M
Employees9
Clients0
DateMar 2023
Total AUM$1B
Discretionary$912.6M
Non-Disc.$116.5M
Employees9
Clients0
DateDec 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$135.3M
Employees10
Clients0
DateJan 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$135.3M
Employees10
Clients0
DateJan 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$135.3M
Employees10
Clients0
DateJan 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$135.3M
Employees10
Clients0
DateJan 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$135.3M
Employees10
Clients0
DateNov 2021
Total AUM$1.1B
Discretionary$976M
Non-Disc.$116M
Employees9
Clients0
DateJan 2021
Total AUM$1.1B
Discretionary$976M
Non-Disc.$116M
Employees9
Clients0
DateJun 2020
Total AUM$968.1M
Discretionary$862.1M
Non-Disc.$106M
Employees9
Clients0
DateJan 2020
Total AUM$968.1M
Discretionary$862.1M
Non-Disc.$106M
Employees9
Clients0
DateFeb 2019
Total AUM$836.7M
Discretionary$750.2M
Non-Disc.$86.5M
Employees10
Clients0
DateJan 2018
Total AUM$937.9M
Discretionary$843.5M
Non-Disc.$94.4M
Employees10
Clients0
DateNov 2017
Total AUM$924.8M
Discretionary$833M
Non-Disc.$91.8M
Employees11
Clients0
DateNov 2017
Total AUM$924.8M
Discretionary$833M
Non-Disc.$91.8M
Employees11
Clients0
DateJan 2017
Total AUM$850.8M
Discretionary$764.2M
Non-Disc.$86.6M
Employees11
Clients400
DateJan 2016
Total AUM$817.4M
Discretionary$733.9M
Non-Disc.$83.5M
Employees12
Clients400
DateMay 2015
Total AUM$911.2M
Discretionary$820.2M
Non-Disc.$91.1M
Employees11
Clients400
DateFeb 2015
Total AUM$880.7M
Discretionary$792.8M
Non-Disc.$87.9M
Employees11
Clients400
DateAug 2014
Total AUM$847.3M
Discretionary$759.9M
Non-Disc.$87.4M
Employees10
Clients400
DateJul 2014
Total AUM$990.6M
Discretionary$903.2M
Non-Disc.$87.4M
Employees10
Clients400
DateFeb 2014
Total AUM$795.2M
Discretionary$711.2M
Non-Disc.$83.9M
Employees9
Clients350
DateJan 2013
Total AUM$663.5M
Discretionary$589.1M
Non-Disc.$74.4M
Employees9
Clients350
DateJan 2013
Total AUM$664.8M
Discretionary$590.4M
Non-Disc.$74.4M
Employees9
Clients350
DateJan 2013
Total AUM$664.8M
Discretionary$590.4M
Non-Disc.$74.4M
Employees9
Clients350
DateOct 2012
Total AUM$543M
Discretionary$543M
Non-Disc.$0
Employees6
Clients350
DateOct 2012
Total AUM$543M
Discretionary$543M
Non-Disc.$0
Employees6
Clients350
DateMay 2012
Total AUM$543M
Discretionary$543M
Non-Disc.$0
Employees6
Clients350
DateMar 2012
Total AUM$543M
Discretionary$543M
Non-Disc.$0
Employees6
Clients350
DateDec 2011
Total AUM$515M
Discretionary$515M
Non-Disc.$0
Employees6
Clients350
DateJan 2011
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees10
Clients--