EARN INTO WEALTH STRATEGIES

RIASEC Registered

Total AUM

$34.5M

Discretionary

0% of AUM

Avg account

$256K

Accounts

135

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 281923
Website: earnintowealth.com
Custodians: BETTERMENT, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals58.76%
HNWI41.24%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Earn Into Wealth Strategies is a small, independent registered investment adviser organized as an LLC and owned by an individual principal. It serves individual and family clients and operates as a capital allocator, meaning it places client capital with external managers in addition to running in‑house portfolios. The firm’s advisory services center on financial planning, portfolio management for individuals and small businesses, and selection of other advisers (manager‑of‑managers). Fee arrangements reported include percentage of AUM, hourly charges, and fixed fees. The firm does not flag itself as an active ESG investor and is not presented as a multi‑state adviser.