Enduring Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Enduring Wealth Advisors reports 228 clients. They include 192 individual clients, 33 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 100.0% ($123M across 451 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $14.2M. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 49% |
| High-net-worth individuals | 14% | 51% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 192 | $59.6M | 48.5% | $311K |
| High-net-worth individuals | 33 | $62.6M | 51.0% | $1.9M |
| Corporations and other businesses | Fewer than 5 | $610K | 0.5% | $203K |
| Total | 228 | $123M | 100% | — |
- Clients
- 192
- Regulatory AUM
- $59.6M
- AUM share
- 48.5%
- Avg. per client
- $311K
- Clients
- 33
- Regulatory AUM
- $62.6M
- AUM share
- 51.0%
- Avg. per client
- $1.9M
- Clients
- Fewer than 5
- Regulatory AUM
- $610K
- AUM share
- 0.5%
- Avg. per client
- $203K
Total
- Clients
- 228
- Regulatory AUM
- $123M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Enduring Wealth Advisors charges up to 1.50% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting is charged hourly, with a maximum hourly fee of $500.
- Retirement Plan Consulting
- Retirement plan consulting is billed as a percentage of plan assets, not to exceed 1.00%.
Ralph Bender owns 75% or more of Enduring Wealth Advisors. The leadership team of Enduring Wealth Advisors includes Chief Compliance Officer Mark Tracy. It has 4 employees, 3 of them in advisory roles.
Leadership
Mark TracyChief Compliance Officer
Ralph BenderFounder & CEO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Enduring Wealth Advisors, LLC
Ralph Bender
Control person · since March 2023
Enduring Wealth Advisors’ regulatory assets grew from $101M (June 2023) to $123M (March 2026); clients were 228 in both filings and employees fell from 6 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $123M | 228 | 4 | 1 |
| March 2025 | $112M | 230 | 4 | 1 |
| March 2024 | $103M | 283 | 4 | 1 |
| June 2023 | $101M | 224 | 6 | 1 |
Besides its headquarters, Enduring Wealth Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 27555 Ynez Road, Suite 212, TemeculaHQ
Contact and registration details
- Legal name
- Enduring Wealth Advisors, LLC
- Headquarters
- 27555 Ynez Road, Suite 212, Temecula, CA 92591
- Website
- enduringwealth.com
- Phone
- 951-693-9900
- @enduring-wealth-advisors
- SEC file
- 801-127552
- Structure
- California LLC
- Fiscal year end
- December
Enduring Wealth Advisors uses LPL Financial ($123M) as custodian for its separately managed accounts. Enduring Wealth Advisors has custody of $117M in client assets for 229 clients.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $123M100%
At year end, Enduring Wealth Advisors’ separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks4%
- Exchange-traded equities3%
- Non-exchange-traded equities1%
- Funds93%
- Cash3%
How many clients does Enduring Wealth Advisors have?
Enduring Wealth Advisors has 228 clients and manages $123 million for them, as of March 2026. They include 192 individual clients, 33 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Enduring Wealth Advisors offer?
Enduring Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Enduring Wealth Advisors charge?
Enduring Wealth Advisors charges up to 1.50% a year for its Asset Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 12 March 2026
Which custodians does Enduring Wealth Advisors use?
Enduring Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $123M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Enduring Wealth Advisors have?
Enduring Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Enduring Wealth Advisors invest in?
At the end of its last fiscal year, Enduring Wealth Advisors’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 3% cash and equivalents and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Enduring Wealth Advisors?
Enduring Wealth Advisors’ direct owner is Ralph Bender (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Enduring Wealth Advisors get paid?
Enduring Wealth Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Enduring Wealth Advisors?
Enduring Wealth Advisors’ main office is at 27555 Ynez Road, Suite 212, Temecula, CA 92591. Its phone number is 951-693-9900. Its website is enduringwealth.com.