Enduring Wealth Advisors

Enduring Wealth Advisors (CRD# 323320) is a financial advisory firm headquartered in Temecula, CA. They manage $102,786,940 in 410 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
27555 Ynez Road, Suite 212, Temecula, CA 92591
https://twitter.com/enduring_wealth
By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $250,700
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, NH, TX

Financial Advisors at Enduring Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Ralph Bender, financial advisor Temecula CA
Ralph Bender
CRD#: 2398740
27555 Ynez Road, Suite 212, Temecula, CA 92591

Ralph Bender (CRD# 2398740) is an Investment Advisor Representative working at Enduring Wealth Advisors in Temecula, CA and has over 30 years of experience in the finance industry.

2
Mark Tracy, financial advisor Temecula CA
Mark R. Tracy
CRD#: 6021317
27555 Ynez Road, Suite 212, Temecula, CA 92591

Mark Tracy (CRD# 6021317) is an Investment Advisor Representative working at Enduring Wealth Advisors in Temecula, CA and has over 11 years of experience in the finance industry.

3
Mona Hurtado, financial advisor Temecula CA
Mona Hurtado
CRD#: 7057747
27555 Ynez Road, Suite 212, Temecula, CA 92591

Mona Hurtado (CRD# 7057747) is an Investment Advisor Representative working at Enduring Wealth Advisors in Temecula, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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