ENDURING WEALTH ADVISORS, LLC
Legal name: ENDURING WEALTH ADVISORS
CRD #323320 SEC #801-127552 TEMECULA, CA 951-693-9900
SEC Registered
Total AUM
$111.8M
Discretionary
$111.8M
Employees
4
Clients
0
Accounts
412
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TRACY, MARK, RONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRACY, MARK, RONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRACY, MARK, RONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRACY, MARK, RONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRACY, MARK, RONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRACY, MARK, RONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, RALPH, E L | I | FOUNDER & CEO | E | Control |
| BENDER, RALPH, E L | I | FOUNDER & CEO | E | Control |
| BENDER, RALPH, E L | I | FOUNDER & CEO | E | Control |
| BENDER, RALPH, E L | I | FOUNDER & CEO | E | Control |
| BENDER, RALPH, E L | I | FOUNDER & CEO | E | Control |
| BENDER, RALPH, E L | I | FOUNDER & CEO | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (5)
AZ CA LA NH TX
Address
27555 YNEZ ROADSUITE 212
TEMECULA, CA 92591
United States
Phone: 951-693-9900