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Enduring Wealth Management, LLC CRD 337527
$181M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3537 W Patel Ct., Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U. S. Bancorp Piper Jaffray Inc. | Boise | ID | 07/2003 | 01/2018 |
| Ubs Financial Services Inc. | Boise | ID | 08/2006 | 01/2018 |
| Raymond James & Associates, Inc | Boise | ID | 01/2018 | Present |
| Enduring Wealth Management, Llc | Meridian | ID | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-16 |
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