Earner Wealth LLC

Overview

Earner Wealth LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm acts as a capital allocator, delivering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Fee arrangements include percentage of assets under management, hourly charges and fixed fees. The firm manages client portfolios on a discretionary basis and emphasizes pooled public funds as the primary building blocks of client portfolios while maintaining access to third‑party alternative managers for specialized allocations. Earner Wealth is not flagged as an active ESG investor and is structured to work directly with a small client base, using outside managers and funds where appropriate rather than running internal hedge or private equity platforms. Its advisory model centers on matching client objectives with external managers and mutual fund solutions, then overseeing those allocations on an ongoing basis.

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Public Holdings

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Location & Offices