SourcingSourcing

ENDURING WEALTH MANAGEMENT, LLC

B59
CRD 337527·SEC 801-134021·MERIDIAN, ID
AUM
$181.4M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$544K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENDURING WEALTH MANAGEMENT, LLC
CRD
337527
SEC file #
801-134021
EIN
—
DBA names
—

Economics

AUM
$181.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$171.7M → $181.4M▲ +6%
Client mix
Individuals Other125
Individuals High Net Worth45
Pooled Investment Vehicles1
Charitable Organizations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
MERIDIAN ID
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
enduringwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RICE, GREGORY, BENJAMIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
RICE, GREGORY, BENJAMIN
Solo Advisor Indicator
Yes
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
ENDURINGWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2025-05-10T17:41:12Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
IONOS SE

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
0.3286
Soi Zip Pct 200k Plus
0.0919
Soi Zip Returns 200k Plus
3,030
Soi Zip Total AGI
3,547,721
Fdic Zip Total Deposits
2,550,454,000
Fdic Zip Branch Count
50
Fdic Zip Top Banks
Glacier Bank
U.S. Bank 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
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
JPMorgan Chase Bank, National AssociationMeridian, ID
JPMorgan Chase Bank, National AssociationMeridian, ID
Fdic Zip HHI
2775.48
Fdic Zip Top Bank Share Pct
41.08
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-10T17:41:12Z
Rdap Domain Last Changed
2026-05-11T08:35:14Z
Rdap Nameservers
Ns1016.ui-dns.bizNs1057.ui-dns.deNs1068.ui-dns.comNs1080.ui-dns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI90,479
Returns7,260
Stub 2
AGI233,834
Returns6,360
Stub 3
AGI296,106
Returns4,780
Soi Zip Total Business Income
88,740
Soi Zip Total Cap Gains
248,679
Soi Zip Total Dividends
48,768
Soi Zip Total Returns
32,960
Top Owner CRD
4681869
Trust Company Affiliate
No

People (1)

1
RICE, GREGORY, BENJAMIN
IAR · Direct Owner · 87.5%
4681869