← Directory
EARNED WEALTH ADVISORS, LLC
CRD 108052File 801-57727
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.11B
Top 25% of cohort (national)
Discretionary AUM
$3.11B
Clients
1,875
5,506 accounts
Employees
35
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 10, 2000
- Principal office
- 165 LENNON LANE, SUITE 200, WALNUT CREEK, CA, 94598
- Phone
- 925.939.2500
- Website
- HTTPS://WWW.EARNEDWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.11B
- Discretionary AUM
- $3.11B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,506
- Non-discretionary accounts
- 0
- Total accounts
- 5,506
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 71 | $155.9M |
| Insurance companies | Fewer than 5 | $11.2M |
| Charitable organizations | Fewer than 5 | $8.6M |
| High net worth individuals | 584 | $2.17B |
| Pension and profit sharing plans | 337 | $530.3M |
| Individuals (other than high net worth individuals) | 877 | $233.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 39 | 35 | decreased by4 |
| Apr 1, 2026 | Clients | 1,326 | 1,875 | increased by549 |
| Apr 1, 2026 | AUM | $1,916,730,533 | $3,105,927,342 | increased by$1,189,196,809 |
| Apr 1, 2026 | Accounts | 3,544 | 5,506 | increased by1,962 |
| Jan 1, 2026 | Employees | 24 | 39 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 24 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,030 | 1,326 | increased by296 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,323,909,507 | $1,916,730,533 | increased by$592,821,026 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,495 | 3,544 | increased by1,049 |
| Apr 1, 2022 | Employees | 16 | 13 | decreased by3 |
| Apr 1, 2022 | Clients | 993 | 1,030 | increased by37 |
| Apr 1, 2022 | AUM | $1,100,433,221 | $1,323,909,507 | increased by$223,476,286 |
| Apr 1, 2022 | Accounts | 2,401 | 2,495 | increased by94 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EARNED WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EARNED WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.