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, SEC‑registered advisory firm (registration since 2000) that serves both high‑net‑worth individuals/families and institutional clients. The firm acts as a capital allocator, combining financial planning and portfolio management with selection of outside managers. Its advisory services include planning, portfolio management for individuals and small businesses, institutional or business portfolio management, pension consulting, and selection of other advisers, plus client education through newsletters and seminars. Fee arrangements vary by engagement and include percentage‑of‑AUM fees as well as hourly and fixed‑fee arrangements. Earned Wealth Advisors does not list 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 7
John Clendening
Founder & CEOCRD 4748589
William Martin
Chief Wealth OfficerCRD 2046604
Pooja Agarwal
Chief Financial OfficerCRD 8086624
Contacts
3 of 42
David 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 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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