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| Earned Wealth Advisors LLC
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|---|---|
| CRD # | 108052 |
| SEC # | 801-57727 |
| CIK # | 0001905663 |
| AUM | 3,105.9 M (2026-03-30) |
| Employees | 35 (94% Investors, 0% Brokers) |
| Phone | 925-939-2500 |
| Address | 165 Lennon Lane Walnut Creek, CA 94598 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 50.6 | ||
| Nvidia Corp | 21.9 | ||
| Microsoft Corp | 13.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 877 | 0.2 |
| (b) Individuals (high net worth individuals) | 584 | 2.2 |
| (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 | 337 | 0.5 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 71 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,506 | 3.1 |
| By Discretionary | ||
| Discretionary | 5,506 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,506 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 5,506 | 3.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001905663] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 20 (1 non-US) |
| Serves | Institutional, Retail, Research |
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