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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Earned Wealth Advisors LLC
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|---|---|
| CRD # | 108052 |
| SEC # | 801-57727 |
| CIK # | 0001905663 |
| AUM | $1.9 B (2025-03-28) |
| Employees | 24 (83% Investors, 0% Brokers) |
| Phone | 925-939-2500 |
| Address | 165 Lennon Lane Walnut Creek, CA 94598 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.8 | ||
| Microsoft Corp | 11.3 | ||
| Nvidia Corp | 9.0 | ||
| Facebook Inc | 6.3 | ||
| Amazon Com Inc | 6.0 | ||
| Costco Wholesale Corp /NEW | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 694 | 202.9 |
| (b) Individuals (high net worth individuals) | 346 | 1,255.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 279 | 396.5 |
| (h) Charitable organizations | 4 | 7.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 54.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,544 | 1,916.7 |
| By Discretionary | ||
| Discretionary | 3,544 | 1,916.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,544 | 1,916.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,916.7 | |
| Total | 3,544 | 1,916.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001905663] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arbion Limited
✚
|
1.9 | |
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.9 |
|
Nadler Financial Group Inc
✚
|
IL | 1.9 |
|
EFG Asset Management Americas Corp
✚
|
FL | 1.9 |
|
Moneco Advisors LLC
✚
|
CT | 1.9 |
|
Heritage Investment Group Inc
✚
|
FL | 1.9 |
|
Reinhart Partners LLC
✚
|
WI | 1.9 |
|
The Wealth Alliance LLC
✚
|
NY | 1.9 |
|
Claret Asset Management Corp
✚
|
1.9 | |
|
Beaird Harris Wealth Management LLC
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|
TX | 1.9 |