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EARNED WEALTH ADVISORS, LLC
WALNUT CREEK, CA
925.939.2500
SEC #801-57727Total AUM
$3.1B
Employees
35Clients
1,875Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
165 LENNON LANE
SUITE 200
WALNUT CREEK
CA 94598
United States
SUITE 200
WALNUT CREEK
CA 94598
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
925.939.2500
Other Offices
24
Financials
Total AUM
$3.1B
Accounts
5,506Discretionary
$3.1B
Accounts
5,506Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
877AUM
$233.6M
HNW Individual Clients
584AUM
$2.2B
Pension/Profit Sharing Plan Clients
337AUM
$530.3M
Charitable Organization Clients
4AUM
$8.6M
Insurance Company Clients
2AUM
$11.2M
Corporation or Business Clients
71AUM
$155.9M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.