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EARNED WEALTH ADVISORS, LLC
CRD 108052 · SEC 801-57727
165 LENNON LANE, SUITE 200, WALNUT CREEK, CA, 94598, United States
Phone
925.939.2500
Fax
925.945.8371
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.11B
Discretionary AUM
$3.11B
Team
35 total employees; 33 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 877 | $233.6M |
| High net worth individuals | 584 | $2.17B |
| Pension/profit sharing plans | 337 | $530.3M |
| Charitable organizations | 4 | $8.6M |
| Insurance companies | 2 | $11.2M |
| Corporations/business entities | 71 | $155.9M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/EARNEDWEALTH/
- HTTPS://WWW.INSTAGRAM.COM/EARNEDWEALTH
- HTTPS://WWW.FACEBOOK.COM/EARNEDWEALTH
- HTTPS://WWW.EARNEDWEALTH.COM
- HTTPS://WWW.OJMGROUP.COM/
- HTTPS://WWW.YOUTUBE.COM/USER/OJMGROUP
- HTTPS://WWW.INSTAGRAM.COM/OJMGROUP/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/OJMGROUP
- HTTPS://WWW.FACEBOOK.COM/OJMGROUP
Official SEC filing: View on IAPD