Enduring Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Enduring Wealth Management reports 173 clients. They include 120 individual clients, 51 high-net-worth individuals and 1 pooled investment vehicle. Of its assets, 100.0% ($205M across 616 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 20% |
| High-net-worth individuals | 29% | 80% |
| Pooled investment vehicles | <1% | <1% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 120 | $41.1M | 20.1% | $343K |
| High-net-worth individuals | 51 | $163M | 79.5% | $3.2M |
| Pooled investment vehicles | 1 | $845K | 0.4% | $845K |
| Charitable organizations | 1 | $1 | 0.0% | $1 |
| Total | 173 | $205M | 100% | $1.19M |
- Clients
- 120
- Regulatory AUM
- $41.1M
- AUM share
- 20.1%
- Avg. per client
- $343K
- Clients
- 51
- Regulatory AUM
- $163M
- AUM share
- 79.5%
- Avg. per client
- $3.2M
- Clients
- 1
- Regulatory AUM
- $845K
- AUM share
- 0.4%
- Avg. per client
- $845K
- Clients
- 1
- Regulatory AUM
- $1
- AUM share
- 0.0%
- Avg. per client
- $1
Total
- Clients
- 173
- Regulatory AUM
- $205M
- AUM share
- 100%
- Avg. per client
- $1.19M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Enduring Wealth Management charges up to 2.00% a year for its Asset management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement plan advisory services
- Retirement plan advisory fees are a percentage of total plan assets, set in the Retirement Plan Advisory and Consulting Agreement.
Gregory Rice owns 75% or more of Enduring Wealth Management. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Enduring Wealth Management, LLC
Gregory Rice
Control person · since May 2025
Enduring Wealth Management’s regulatory assets grew Infinity× from $0 (June 2025) to $205M (September 2026); employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $205M | 173 | 1 | 1 |
| Jun 2025June 2025 | $0 | 0 | 1 | 1 |
Besides its headquarters, Enduring Wealth Management has 0 offices, with 1 listed address in 1 state.
Idaho · 1 listed address
- 3537 W Patel CT., MeridianHQ
Contact and registration details
- Legal name
- Enduring Wealth Management, LLC
- Headquarters
- 3537 W Patel CT., Meridian, ID 83646
- Website
- enduringwealthmanagement.com
- Phone
- 208-409-0147
- SEC file
- 801-134021
- Structure
- Idaho LLC
- Fiscal year end
- December
Enduring Wealth Management’s named custodian for separately managed accounts is Raymond James ($171M). Enduring Wealth Management does not have custody of client assets.
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $171M100%
At year end, Enduring Wealth Management’s separately managed accounts were mostly in funds (97%).
What the accounts hold
- Funds97%
- Cash2%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Enduring Wealth Management have?
Enduring Wealth Management has 173 clients and manages $205 million for them, as of September 2026. They include 120 individual clients, 51 high-net-worth individuals and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Enduring Wealth Management offer?
Enduring Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Enduring Wealth Management charge?
Enduring Wealth Management charges up to 2.00% a year for its Asset management. The fee is billed in advance and is negotiable.
Which custodians does Enduring Wealth Management use?
Enduring Wealth Management’s separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $171M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Enduring Wealth Management have?
Enduring Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Enduring Wealth Management invest in?
At the end of its last fiscal year, Enduring Wealth Management’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
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 Management?
Enduring Wealth Management’s direct owner is Gregory Rice (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Enduring Wealth Management get paid?
Enduring Wealth Management is paid through a percentage of assets under management. 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 Management?
Enduring Wealth Management’s main office is at 3537 W Patel CT., Meridian, ID 83646. Its phone number is 208-409-0147. Its website is enduringwealthmanagement.com.
