DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Enduring Wealth Management, LLC
Latest filing Sep 8, 2026
First filing on the tape Jun 27, 2025 · 5 filings
SEC status approved since Jul 28, 2025
RAUM
$205M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$204M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$205M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$181M as of Mar 10, 2026
Jun 27, 2025$0 then
HNW client RAUM$143M as of Mar 10, 2026
Oct 27, 2025$143M then
State-registered IARs (5.B.3)1 as of Mar 10, 2026
Jun 27, 20251 then
Employees (5.A)1 as of Mar 10, 2026
Jun 27, 20251 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Sep 8, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $205MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 171derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $332,836derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$163M80%
- Individuals$41.1M20%
- Pooled investment vehicles$845,0000.4%
- Charitable organizations$10.0%
- Individual clients
- 120reported
- HNW clients
- 51reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 616reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Gregory Benjamin RiceCertified Financial Planner | Meridian, Id | Jul 28, 2025 | 23 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Gregory Benjamin Rice from Raymond James & Associates, Inc.Jul 28, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Benjamin Gregory Rice · Owner And Ccocontrolsince 05/2025 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 611 to 616Mar 10, 2026 to Sep 8, 2026
- HNW clients · 45 to 51Mar 10, 2026 to Sep 8, 2026
- Individual clients · 125 to 120Mar 10, 2026 to Sep 8, 2026
- Financial planning clients · 0 to 0Mar 10, 2026 to Sep 8, 2026
- Discretionary RAUM · $181M to $205MMar 10, 2026 to Sep 8, 2026
- HNW RAUM · $143M to $163MMar 10, 2026 to Sep 8, 2026
- Individual RAUM · $37.5M to $41.1MMar 10, 2026 to Sep 8, 2026
- Pooled vehicle RAUM · $729,000 to $845,000Mar 10, 2026 to Sep 8, 2026
- RAUM · $181M to $205MMar 10, 2026 to Sep 8, 2026
- Related adviser · false to unsetMar 10, 2026 to Sep 8, 2026
- Related bank · false to unsetMar 10, 2026 to Sep 8, 2026
- Related broker-dealer · false to unsetMar 10, 2026 to Sep 8, 2026
- Related insurance company · false to unsetMar 10, 2026 to Sep 8, 2026
- Succession · false to unsetMar 10, 2026 to Sep 8, 2026
- Accounts · 584 to 611Oct 27, 2025 to Mar 10, 2026
- Advisory activities · 3 to 2Oct 27, 2025 to Mar 10, 2026
- Corporate clients · 1.0 to unsetOct 27, 2025 to Mar 10, 2026
- Discretionary RAUM · $172M to $181MOct 27, 2025 to Mar 10, 2026
- HNW RAUM · $143M to $143MOct 27, 2025 to Mar 10, 2026
- Individual RAUM · $28.0M to $37.5MOct 27, 2025 to Mar 10, 2026
- Pooled vehicle RAUM · $700,000 to $729,000Oct 27, 2025 to Mar 10, 2026
- RAUM · $172M to $181MOct 27, 2025 to Mar 10, 2026
- Accounts · 0 to 584Aug 27, 2025 to Oct 27, 2025
- Charity clients · unset to 1.0Aug 27, 2025 to Oct 27, 2025
- Corporate clients · unset to 1.0Aug 27, 2025 to Oct 27, 2025
- HNW clients · unset to 45.0Aug 27, 2025 to Oct 27, 2025
- Individual clients · unset to 125.0Aug 27, 2025 to Oct 27, 2025
- Pooled vehicle clients · unset to 1.0Aug 27, 2025 to Oct 27, 2025
- Financial planning clients · 0 to 0Aug 27, 2025 to Oct 27, 2025
- Discretionary RAUM · $0 to $172MAug 27, 2025 to Oct 27, 2025
- HNW RAUM · unset to 143000000.0Aug 27, 2025 to Oct 27, 2025
- Individual RAUM · unset to 28000000.0Aug 27, 2025 to Oct 27, 2025
- Pooled vehicle RAUM · unset to 700000.0Aug 27, 2025 to Oct 27, 2025
- RAUM · $0 to $172MAug 27, 2025 to Oct 27, 2025
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 208-409-0147reportedpublic record, Form ADV, Sep 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $205Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026