{"url":"https://nivawealth.com/firms/enduring-wealth-management-337527","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/337527","regulatoryAum":205027001,"crd":"337527","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4681869","suffix":null,"lastName":"RICE","firstName":"GREGORY","middleName":"BENJAMIN"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-06-27","regulatoryAum":0,"clients":0,"employees":1,"offices":1},{"filedOn":"2026-09-08","regulatoryAum":205027001,"clients":173,"employees":1,"offices":1}],"secFileNumber":"801-134021","legalName":"Enduring Wealth Management, LLC","displayName":"Enduring Wealth 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management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=994529","versionId":994529,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-10","documentName":"ENDURING ADV2A","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Retirement plan advisory services","summary":"Retirement plan advisory fees are a percentage of total plan assets, set in the Retirement Plan Advisory and Consulting Agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=994529","versionId":994529,"submittedOn":"2026-03-10","documentName":"ENDURING ADV2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:06:58.798092+00:00","documents":[{"name":"ENDURING ADV2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=994529","versionId":994529,"submittedOn":"2026-03-10"}]},"custodians":[{"name":"Raymond James Financial Services, Inc.","shortName":"Raymond James","location":"St. Petersburg, FL","smaAssets":171000000}],"custodyNote":"Enduring Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Gregory Rice","title":"Owner and CCO","crd":"4681869"}],"ownership":[{"label":"Gregory Rice","detail":"Owner and cco in the 75% or more ownership band and a control person, since May 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Idaho","offices":1,"addresses":[{"street":"3537 W Patel CT.","city":"Meridian","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 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Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Enduring Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Enduring Wealth Management charge?","answer":"Enduring Wealth Management charges up to 2.00% a year for its Asset management. The fee is billed in advance and is negotiable.","source":"ENDURING ADV2A, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Enduring Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Enduring Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Enduring Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Enduring Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Enduring Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Enduring Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}