Endorfin Wealth, LLC is a multi-state adviser based in Boynton Beach. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Florida.
Endorfin Wealth provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Endorfin Wealth, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Endorfin Wealth is individuals with 2 clients and $0 of assets under management. Among the 0 most similar advisory firms, Endorfin Wealth has the 0th lowest percentage of individuals out of all clients.
None of the firm’s clients are foreign persons or businesses.
Endorfin Wealth doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Endorfin Wealth, LLC performs its advisory services is located at 700 E. Boynton Beach Blvd., Boynton Beach, FL 33435, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-380-4330. The normal business hours are by appointment only on Other. You can find more information about the New York firm at endorfinwealth.com.