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 been SEC-registered since 2000. The firm operates as a limited liability company and positions itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension consulting services, selection of other advisers, and client education through publications and seminars. The firm is not identified as an active ESG investor in its profile.
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 6
Lettice Delittle
Chief Compliance OfficerCRD 5704886
Frederick Duden
Chief Operating OfficerCRD 4756512
John Clendening
Founder & CEOCRD 4748589
Contacts
3 of 43
Jeanette Beatty
Wealth AdvisorCRD 5659252
Carson Henderson
PartnerCRD 5865085
Thomas Walker
Director of Client DevelopmentCRD 5347900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 166Active vs passive
$1.6B in ETFs
52%
$828M
38%
$761M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $141M | 1,726,300 | 8.90% |
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
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