Enduring Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$122,189,566
Clients
225
Advisors
3
of 4 employees
About
Enduring Wealth Advisors LLC is a small supported investment adviser managing roughly $122.8 million for about 225 clients, primarily individual and high‑net‑worth investors, and it also serves trusts, retirement plans and business entities. The firm provides discretionary asset management alongside financial planning and retirement plan consulting, implementing portfolios with individual securities, ETFs, mutual funds, options, third‑party managers and LPL‑sponsored model and SMA programs.
The firm tailors portfolios to client objectives and risk tolerances, monitoring accounts regularly and employing a mix of fundamental, technical, qualitative and quantitative analyses together with strategic asset‑allocation, alternative investments and option strategies. In implementing client strategies it uses sub‑advisors and LPL platforms and, where appropriate, may permit borrowing/margin in managed accounts and utilize structured products or covered‑call strategies.
Notably for a firm of this size, Enduring Wealth’s representatives are dually registered with LPL Financial and are licensed insurance agents, and the firm discloses that it sponsors a wrap fee program and receives support services from LPL. These operational affiliations and the acceptance of commissionable business and third‑party services are documented in the brochure and are factors clients may weigh when evaluating implementation, custody and potential conflicts of interest.
Client services
Expertise
Fee options
$0+: Up to 1.50% annually for Asset Management services $0+: Up to 1.00% annually for Retirement Plan Consulting services
Representatives receive commissions for sale of securities as registered representatives of LPL Financial; no commissions on advisory accounts.
Up to $500 per hour for Financial Planning and Consulting services.
Account minimum: $10,000
Main office
27555 Ynez Road, Suite 212
Temecula CA 92591
Advisors at this office
3
Most active in
Arizona · California · Louisiana · New Hampshire · Texas
Also doing business as
Enduring Wealth Advisors · Enduring Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mona H
Series 66
Temecula, CA
Enduring Wealth Advisors
Mona Hurtado is a financial advisor with Enduring Wealth Advisors in Temecula, CA, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at LPL Financial and non-investment employment as a DoorDash driver. Enduring Wealth Advisors LLC manages approximately $122.8 million for around 225 clients, primarily individuals and high-net-worth investors, as well as trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, using a mix of investment strategies and LPL-supported platforms.
Ralph B
CFP®, Series 63, Series 66
Temecula, CA
Enduring Wealth Advisors
Ralph Bender is a CFP® with 33 years of experience in financial advisory. He is currently with Enduring Wealth Advisors LLC, where he has worked since 2023, and has over two decades of experience with LPL Financial. Outside of his advisory work, he regularly speaks and conducts investment-related seminars for Calvary Chapel Bible Fellowship in Temecula, CA. Enduring Wealth Advisors LLC manages approximately $122.8 million for around 225 clients, primarily individual and high-net-worth investors, along with trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and vehicles tailored to client objectives and risk tolerances.
Mark T
CFP®, Series 66
Temecula, CA
Enduring Wealth Advisors
Mark Tracy is a CFP® and holds a Series 66 license, with 13 years of industry experience. He is currently affiliated with Enduring Wealth Advisors in Temecula, CA, and has also worked with LPL Financial since 2016. Outside of his advisory work, he volunteers as a youth baseball team manager for the Shetland Phillies. Enduring Wealth Advisors serves individual and high-net-worth clients, trusts, pension plans, and businesses by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of fundamental, technical, quantitative, and sector analysis, and includes options, alternative investments, and third-party manager recommendations in its strategies.
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