RIA Intel›Advisers›Rhode Island›ENDURANCE WEALTH MANAGEMENT, INC.

ENDURANCE WEALTH MANAGEMENT, INC.

Advisory

N·PROVIDENCE, RI

Data as of Apr 24, 2023 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

-14.5%

3-Year CAGR

+2.2%

Employees

6

Assets Under Management

Total AUM$1.0B

Discretionary AUM$913M

Non-Discretionary AUM$117M

Discretionary %88.7%

Total Clients—

Team

Total Employees6

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingMar 30, 2009

Latest FilingApr 24, 2023

🔒 Full AUM trend chart and 36 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ENDURANCE WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.