EARNED WEALTH ADVISORS, LLC
CRD #108052 SEC #801-57727 WALNUT CREEK, CA 925.939.2500
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
39
Clients
1
Accounts
3,544
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.9B | $1.9B | $0 | 39 | 63 |
| Dec 2025 | $1.9B | $1.9B | $0 | 39 | 63 |
| Nov 2025 | $1.9B | $1.9B | $0 | 24 | 63 |
| Oct 2025 | $1.9B | $1.9B | $0 | 24 | 63 |
| Sep 2025 | $1.9B | $1.9B | $0 | 24 | 63 |
| Aug 2025 | $1.9B | $1.9B | $0 | 24 | 63 |
| Aug 2025 | $1.9B | $1.9B | $0 | 24 | 63 |
| Mar 2025 | $1.9B | $1.9B | $0 | 24 | 63 |
| Jan 2025 | $1.4B | $1.4B | $0 | 25 | 60 |
| Jan 2025 | $1.4B | $1.4B | $0 | 25 | 60 |
| Dec 2024 | $1.4B | $1.4B | $0 | 13 | 60 |
| Jul 2024 | $1.4B | $1.4B | $0 | 13 | 60 |
| Mar 2024 | $1.4B | $1.4B | $0 | 13 | 60 |
| Feb 2023 | $1.3B | $1.3B | $0 | 13 | 4 |
| Mar 2022 | $1.3B | $1.3B | $0 | 13 | 5 |
| Mar 2021 | $1.1B | $1.1B | $0 | 16 | 5 |
| Jun 2020 | $1.1B | $1.1B | $0 | 17 | 37 |
| Feb 2020 | $1.1B | $1.1B | $0 | 17 | 37 |
| Mar 2019 | $966M | $966M | $0 | 14 | 38 |
| Sep 2018 | $1.3B | $1.3B | $0 | 17 | 0 |
| Jul 2018 | $1.3B | $1.3B | $0 | 17 | 0 |
| Mar 2018 | $1.3B | $1.3B | $0 | 17 | 0 |
| Sep 2017 | $1.2B | $1.2B | $0 | 17 | 1,100 |
| Jun 2017 | $1.2B | $1.2B | $0 | 17 | 1,100 |
| Mar 2017 | $1.2B | $1.2B | $0 | 17 | 1,100 |
| Jul 2016 | $1B | $1B | $0 | 18 | 900 |
| Jun 2016 | $1B | $1B | $0 | 18 | 900 |
| Mar 2016 | $1B | $1B | $0 | 18 | 900 |
| Mar 2015 | $1.1B | $1.1B | $0 | 17 | 900 |
| Mar 2014 | $1B | $1B | $0 | 18 | 800 |
| Jan 2014 | $855.1M | $855.1M | $0 | 20 | 900 |
| Mar 2013 | $855.1M | $855.1M | $0 | 20 | 900 |
| Mar 2012 | $777.4M | $777.4M | $0 | 11 | 1,000 |
| Mar 2011 | $767.6M | $766.1M | $1.6M | -- | -- |
| Jul 2009 | $522.7M | $521.5M | $1.3M | -- | -- |
| Feb 2009 | $522.7M | $521.5M | $1.3M | -- | -- |
| Dec 2007 | $611.4M | $610M | $1.5M | -- | -- |
| Aug 2007 | $611.4M | $610M | $1.5M | -- | -- |
| Mar 2007 | $611.4M | $610M | $1.5M | -- | -- |
| Dec 2006 | $456.5M | $456.5M | $0 | 10 | -- |
| Feb 2006 | $456.5M | $456.5M | $0 | 10 | -- |
| Dec 2004 | $214.5M | $214.5M | $0 | 10 | -- |
| Aug 2004 | $214.5M | $214.5M | $0 | 10 | -- |
| Mar 2002 | $102.1M | $102.1M | $0 | 5 | -- |
DateDec 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees39
Clients63
DateDec 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees39
Clients63
DateNov 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees24
Clients63
DateOct 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees24
Clients63
DateSep 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees24
Clients63
DateAug 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees24
Clients63
DateAug 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees24
Clients63
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees24
Clients63
DateJan 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients60
DateJan 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients60
DateDec 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients60
DateJul 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients60
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients60
DateFeb 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients4
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients5
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients5
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients37
DateFeb 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients37
DateMar 2019
Total AUM$966M
Discretionary$966M
Non-Disc.$0
Employees14
Clients38
DateSep 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateJul 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateSep 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients1,100
DateJun 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients1,100
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients1,100
DateJul 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients900
DateJun 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients900
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients900
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients900
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients800
DateJan 2014
Total AUM$855.1M
Discretionary$855.1M
Non-Disc.$0
Employees20
Clients900
DateMar 2013
Total AUM$855.1M
Discretionary$855.1M
Non-Disc.$0
Employees20
Clients900
DateMar 2012
Total AUM$777.4M
Discretionary$777.4M
Non-Disc.$0
Employees11
Clients1,000
DateMar 2011
Total AUM$767.6M
Discretionary$766.1M
Non-Disc.$1.6M
Employees--
Clients--
DateJul 2009
Total AUM$522.7M
Discretionary$521.5M
Non-Disc.$1.3M
Employees--
Clients--
DateFeb 2009
Total AUM$522.7M
Discretionary$521.5M
Non-Disc.$1.3M
Employees--
Clients--
DateDec 2007
Total AUM$611.4M
Discretionary$610M
Non-Disc.$1.5M
Employees--
Clients--
DateAug 2007
Total AUM$611.4M
Discretionary$610M
Non-Disc.$1.5M
Employees--
Clients--
DateMar 2007
Total AUM$611.4M
Discretionary$610M
Non-Disc.$1.5M
Employees--
Clients--
DateDec 2006
Total AUM$456.5M
Discretionary$456.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$456.5M
Discretionary$456.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees5
Clients--