SourcingSourcing

ENDURING WEALTH ADVISORS, LLC

A65
CRD 323320·SEC 801-127552·TEMECULA, CA
AUM
$122.8M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$368K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENDURING WEALTH ADVISORS, LLC
CRD
323320
SEC file #
801-127552
EIN
—
DBA names
Enduring Wealth Advisors

Economics

AUM
$122.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$111.8M → $122.8M▲ +10%
Client mix
Individuals Other192
Individuals High Net Worth33
Corporations3

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
TEMECULA CA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
enduringwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BENDER, RALPH, E L
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BENDER, RALPH, E L
TRACY, MARK, RONALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ENDURINGWEALTH.COM
Rdap Domain Creation Date
2010-09-02T18:46:01Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3221
Soi Zip Pct 200k Plus
0.0991
Soi Zip Returns 200k Plus
1910
Soi Zip Total AGI
1,844,920
Fdic Zip Total Deposits
36,249,247,000
Fdic Zip Branch Count
331
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Lpl Financial6
E*trade4
Fdic Zip Branches Raw
Home Savings of America, FSBTemecula, CA
Great Western Bank, A FSBTemecula, CA
Fdic Zip HHI
1262.64
Fdic Zip Top Bank Share Pct
24.09
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-18T11:59:59Z
Rdap Domain Last Changed
2025-11-19T17:04:22Z
Rdap Nameservers
Fred.ns.cloudflare.comIsla.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI55,816
Returns4,430
Stub 2
AGI144,942
Returns3,950
Stub 3
AGI165,901
Returns2,680
Soi Zip Total Business Income
52,767
Soi Zip Total Cap Gains
87,121
Soi Zip Total Dividends
17,150
Soi Zip Total Returns
19,280
Top Owner CRD
2398740
Trust Company Affiliate
No

People (3)

3
BENDER, RALPH, E L
IAR · Direct Owner · 87.5%
2398740
TRACY, MARK, RONALD
IAR · Executive Officer · 2.5%
6021317
MONA HURTADO
IAR
7057747