EARNED WEALTH ADVISORS, LLC
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 108052
- Registered since
- July 10, 2000
- Website
- www.earned.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.75%
- Pension & Profit Sharing Plans17.07%
- Individuals7.52%
- Corporations / Businesses5.02%
- Insurance Companies0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Earned Wealth Advisors, LLC is an independent registered investment adviser that has operated since 2000. The firm serves both individual/family and institutional clients and acts as a capital allocator, routing client capital to third‑party managers as part of its offering. Its client services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and client education through workshops and published commentary. Compensation structures include asset‑based fees along with hourly and fixed‑fee arrangements. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities36%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
- Other2%
Owners & executives
3 of 6JOHN CLENDENING
Founder & CEOCRD 4748589
WILLIAM MARTIN
Chief Wealth OfficerCRD 2046604
Pooja Agarwal
Chief Financial OfficerCRD 8086624
Contacts
3 of 43DAVID HARLOW
PrincipalCRD 5057342
NAVJEET CHAHAL
Managing DirectorCRD 5070570
JESSICA PINCUS
Director of Client DevelopmentCRD 6230555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 154Active vs passive
$1.4B in ETFs
52%
$729M
38%
$664M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $120M | 1,691,253 | 8.61% |
Location
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 165 Lennon Ln
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
GEMMER ASSET MANAGEMENT LLC
RIAWALNUT CREEK, CA
DESTINATION WEALTH MANAGEMENT
RIAWALNUT CREEK, CA
SIERRA INVESTMENT PARTNERS, INC.
RIAWALNUT CREEK, CA
BURTON ENRIGHT WELCH
RIAWALNUT CREEK, CA
CAPITAL ADVANTAGE, INC.
RIAWALNUT CREEK, CA
INSIGNIA CAPITAL GROUP, L.P.
RIAWALNUT CREEK, CA