Earned Wealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

108052

SEC number

801-57727

Firm type

RIA

Assets under management

$3.1B as of Mar 30, 2026

Website

www.linkedin.com/COMPANY/EARNEDWEALTH ↗

Phone

925.939.2500

Address

165 Lennon Lane, Walnut Creek, CA, 94598

Advisors at this firm

45 in our index · page 1 of 1

• Pooja AgarwalCRD 8086624 · Hercules, CA
  IA Registered
• Jeanette Lynn BeattyCRD 5659252 · Westminster, CO
  IA RegisteredRegistration inactive
• Adam Nicholas BraunscheidelCRD 6035699 · Cincinnati, OH
  IA Registered
• Tyler Braxton Bayless-EdwardsCRD 7963587 · Wake Forest, NC
  IA Registered
• Patrick Lee BeamanCRD 2341502 · New Orleans, LA
  IA RegisteredRegistration inactive
• Navjeet Singh ChahalCRD 5070570 · Hercules, CA
  IA Registered
• Chance Dakota CokerCRD 7514735 · St. Petersburg, FL
  IA Registered
• Gilbert Elliot CottoCRD 3183736 · Streetsboro, OH
  IA RegisteredRegistration inactive
• Ana Karen Chena DavilaCRD 8093253 · Walnut Creek, CA
  IA Registered
• Devin Gregory ClareCRD 7875077 · Mesa, AZ
  IA Registered
• William Truett DavisCRD 7856238 · Denver, CO
  IA Registered
• Jonathan FaynikCRD 7548421 · Charlotte, NC
  IA Registered
• Nicholas Louis GizzarelliCRD 4936287 · Walnut Creek, CA
  IA Registered
• Barrett Thomas GrayCRD 7799541 · Charlotte, NC
  IA RegisteredRegistration inactive
• David Kristian HarlowCRD 5057342 · Walnut Creek, CA
  IA Registered
• Carson Knudsen HendersonCRD 5865085 · Walnut Creek, CA
  IA Registered
• Myhanh Tran HoskinCRD 2381405 · San Juan Capistrano, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Caitlin Marie HowertonCRD 7289341 · Smyrna, GA
  IA Registered
• Devon James HunterCRD 8162331 · Marysville, CA
  IA Registered
• Muhammad Naadir JalillCRD 7464201 · Denver, CO
  IA Registered
• Joseph Eugene KalinowskiCRD 4371318 · Walnut Creek, CA
  IA Registered
• Dilnoor KaurCRD 8114668 · Hercules, CA
  IA Registered
• Shazia KhateebCRD 8148427 · Mahwah, NJ
  IA Registered
• Nitu KumarCRD 8114770 · Hercules, CA
  IA Registered
• Harold Michael LewellenCRD 4734364 · Cincinnati, OH
  IA Registered
• Brett Adam LemmonCRD 7132109 · Walnut Creek, CA
  IA Registered
• David Bruce MandellCRD 4274252 · Fort Lauderdale, FL
  IA Registered
  Disclosure event(s) on record
• William Gerald MartinCRD 2046604 · Wichita, KS
  IA Registered
• Ryan Trevor McclellanCRD 7577022 · Celina, TX
  IA Registered
• Denise Ann MitchellCRD 8093280 · Walnut Creek, CA
  IA Registered
• Jared Mark NelsonCRD 5488344 · Walnut Creek, CA
  IA Registered
• Gerald M NowakowskiCRD 2639426 · Medford, NJ
  IA RegisteredRegistration inactive
• Jason Mahoney OdellCRD 2715995 · Cincinnati, OH
  IA Registered
  Disclosure event(s) on record
• Barry Wilson OliverCRD 4371320 · Walnut Creek, CA
  IA Registered
• Ali OromchianCRD 8211865 · Walnut Creek, CA
  IA Registered
• Robert G PeelmanCRD 4681010 · Cincinnati, OH
  IA Registered
• Jessica Rose PincusCRD 6230555 · Berkeley, CA
  IA RegisteredRegistration inactive
• Sunita PathakCRD 8116973 · Hercules, CA
  IA Registered
• Todd Alan RouleauCRD 4147813 · Walnut Creek, CA
  IA RegisteredRegistration inactive
• Seema SainiCRD 8087503 · Hercules, CA
  IA Registered
• Shamitoj SandhuCRD 8114731 · Hercules, CA
  IA Registered
• Shawn Dean StifleCRD 8087966 · Walnut Creek, CA
  IA Registered
• Andrew Michael TaylorCRD 2918855 · Cincinnati, OH
  IA Registered
• John Haden WerhanCRD 4371323 · Walnut Creek, CA
  IA Registered
• Thomas Anthony WalkerCRD 5347900 · Ojai, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.