WALNUT CREEK, CACRD 108052Latest ADV March 30, 2026
Earned Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 30, 2026, reports $3.1B in regulatory assets under management, 35 employees, 24 offices, and 5,506 accounts.
Assets Under Management
$3.1B
Employees
35
Offices
24 offices
Total Clients
1,875
Primary office
WALNUT CREEK, CA
165 LENNON LANE, SUITE 200, WALNUT CREEK, CA, United States
Top client segmentIndividuals represent 46.8% of total clients.
Top client categories% of clientsClients
1
Individuals
46.8%
877
2
HNWI
31.1%
584
3
Pension Plans
18.0%
337
4
Corporations
3.8%
71
5
Charitable
0.2%
4
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of March 30, 2026
Discretionary100.0%
$3.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.1B
Total Accounts5,506
10Y AUM Change+$1.9B (+168.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee54:1
10Y Employee Change+18 (+105.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.