RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 19, 2025
Branch Offices
20

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MARTIN, WILLIAM, GERALDICHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICERNA Control
MARTIN, WILLIAM, GERALDICHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICERNA Control
MARTIN, WILLIAM, GERALDICHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICERNA Control
MARTIN, WILLIAM, GERALDICHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICERNA Control
MARTIN, WILLIAM, GERALDICHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICERNA Control
MARTIN, WILLIAM, GERALDICHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICERNA Control
MARTIN, WILLIAM, GERALDICHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICERNA Control
MARTIN, WILLIAM, GERALDICHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICERNA Control
MARTIN, WILLIAM, GERALDICHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICERNA Control
MARTIN, WILLIAM, GERALDICHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICERNA Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
EARNED WEALTH OPERATING COMPANY, INC.DEOWNERE Control
CLENDENING, JOHN, SCOTTICHIEF EXECUTIVE OFFICERB Control
CLENDENING, JOHN, SCOTTICHIEF EXECUTIVE OFFICERB Control
CLENDENING, JOHN, SCOTTICHIEF EXECUTIVE OFFICERB Control
CLENDENING, JOHN, SCOTTICHIEF EXECUTIVE OFFICERB Control
CLENDENING, JOHN, SCOTTICHIEF EXECUTIVE OFFICERB Control
CLENDENING, JOHN, SCOTTICHIEF EXECUTIVE OFFICERB Control
CLENDENING, JOHN, SCOTTICHIEF EXECUTIVE OFFICERB Control
CLENDENING, JOHN, SCOTTICHIEF EXECUTIVE OFFICERB Control
CLENDENING, JOHN, SCOTTICHIEF EXECUTIVE OFFICERB Control
CLENDENING, JOHN, SCOTTICHIEF EXECUTIVE OFFICERB Control
DOLL, SHERMAN, LEROYIPRESIDENTB Control
DOLL, SHERMAN, LEROYIPRESIDENTB Control
DOLL, SHERMAN, LEROYIMANAGING PARTNERB Control
DOLL, SHERMAN, LEROYIMANAGING PARTNERB Control
DOLL, SHERMAN, LEROYIMANAGING PARTNERB Control
DOLL, SHERMAN, LEROYIPRESIDENTB Control
DOLL, SHERMAN, LEROYIMANAGING PARTNERB Control
DOLL, SHERMAN, LEROYIMANAGING PARTNERB Control
DOLL, SHERMAN, LEROYIPRESIDENTB Control
DOLL, SHERMAN, LEROYIPRESIDENTB Control
DOLL, SHERMAN, LEROYIMEMBERB Control
DOLL, SHERMAN, LEROYIMANAGING PARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HARLOW, DAVID, KRISTIANIPARTNERB Control
HENDERSON, CARSON, KNUDSENIPARTNERB Control
HENDERSON, CARSON, KNUDSENIPARTNERB Control
HENDERSON, CARSON, KNUDSENIPARTNERB Control
HENDERSON, CARSON, KNUDSENIPARTNERB Control
HENDERSON, CARSON, KNUDSENIPARTNERB Control
HENDERSON, CARSON, KNUDSENIPARTNERB Control
HENDERSON, CARSON, KNUDSENIPARTNERB Control
HENDERSON, CARSON, KNUDSENIPARTNERB Control
HENDERSON, CARSON, KNUDSENIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIVICE PRESIDENTB Control
KALINOWSKI, JOSEPH, EUGENEIVICE PRESIDENTB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNER, CHIEF COMPLIANCE OFFICERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNER, CHIEF COMPLIANCE OFFICERB Control
KALINOWSKI, JOSEPH, EUGENEIVICE PRESIDENTB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIVICE PRESIDENTB Control
KALINOWSKI, JOSEPH, EUGENEIVICE PRESIDENTB Control
KALINOWSKI, JOSEPH, EUGENEIMEMBERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNER, CHIEF COMPLIANCE OFFICERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNER, CHIEF COMPLIANCE OFFICERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
KALINOWSKI, JOSEPH, EUGENEIPARTNERB Control
LEININGER, STEVEN, ERWINISECRETARY, TREASURERB Control
LEININGER, STEVEN, ERWINISECRETARY, TREASURERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINISECRETARY, TREASURERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINISECRETARY, TREASURERB Control
LEININGER, STEVEN, ERWINISECRETARY, TREASURERB Control
LEININGER, STEVEN, ERWINIMEMBERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
LEININGER, STEVEN, ERWINIPARTNERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNER, CHIEF COMPLIANCE OFFICERB Control
NELSON, JARED, MARKIPARTNERB Control
NELSON, JARED, MARKIPARTNERB Control
NELSON, JARED, MARKIPARTNERB Control
NELSON, JARED, MARKIPARTNERB Control
NELSON, JARED, MARKIPARTNERB Control
NELSON, JARED, MARKIPARTNERB Control
OLIVER, BARRY, WILSONIVICE PRESIDENT, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIVICE PRESIDENT, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNER, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIVICE PRESIDENT, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIPARTNER, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIPARTNER, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIVICE PRESIDENT, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIVICE PRESIDENT, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIMEMBERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNERB Control
OLIVER, BARRY, WILSONIPARTNER, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIPARTNER, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIPARTNER, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIPARTNER, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIPARTNER, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONIPARTNER, CHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONICHIEF COMPLIANCE OFFICERB Control
OLIVER, BARRY, WILSONICHIEF COMPLIANCE OFFICERB Control
PINGREE, JOB, FREDERICKIMEMBERB Control
THOMAS, BRENT, PRATTIVICE PRESIDENTB Control
THOMAS, BRENT, PRATTIVICE PRESIDENTB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIVICE PRESIDENTB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIVICE PRESIDENTB Control
THOMAS, BRENT, PRATTIVICE PRESIDENTB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRATTIPARTNERB Control
THOMAS, BRENT, PRETTIMEMBERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIMEMBERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WERHAN, JOHN, HADENIPARTNERB Control
WIRIG, JAY, PAULIPARTNERB
WIRIG, JAY, PAULIPARTNERB
WIRIG, JAY, PAULIPARTNERB
WIRIG, JAY, PAULIPARTNERB
WIRIG, JAY, PAULIPARTNERB
WIRIG, JAY, PAULIPARTNERB Control
WIRIG, JAY, PAULIPARTNERB Control
WIRIG, JAY, PAULIPARTNERB Control
WIRIG, JAY, PAULIPARTNERB
WIRIG, JAY, PAULIPARTNERB Control
WIRIG, JAY, PAULIPARTNERB Control
WIRIG, JAY, PAULIPARTNERB Control
WIRIG, JAY, PAULIPARTNERB Control
WIRIG, JAY, PAULIPARTNERB Control
WIRIG, JAY, PAULIPARTNERB Control
WIRIG, JAY, PAULIPARTNERB Control
WIRIG, JAY, PAULIPARTNERB Control
WIRIG, JAY, WIVICE PRESIDENTB Control
WIRIG, JAY, WIVICE PRESIDENTB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIVICE PRESIDENTB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIVICE PRESIDENTB Control
WIRIG, JAY, WIVICE PRESIDENTB Control
WIRIG, JAY, WIMEMBERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control
WIRIG, JAY, WIPARTNERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
EARNED WEALTH HOLDINGS GP, LLCDEEARNED WEALTH HOLDINGS, L.P.F Control
EARNED WEALTH HOLDINGS GP, LLCDEEARNED WEALTH HOLDINGS, L.P.F Control
EARNED WEALTH HOLDINGS, L.P.DEEARNED WEALTH INTERMEDIATE HOLDINGS, INC.E Control
EARNED WEALTH HOLDINGS, L.P.DEEARNED WEALTH INTERMEDIATE HOLDINGS, INC.E Control
EARNED WEALTH INTERMEDIATE HOLDINGS, INC.DEEARNED WEALTH OPERATING COMPANY, INC.E Control
EARNED WEALTH INTERMEDIATE HOLDINGS, INC.DEEARNED WEALTH OPERATING COMPANY, INC.E Control

Registrations

Federal

IA
Dec 19, 2025 REGISTERED

Notice Filings (27)

AZ CA CO CT FL GA HI ID IL KS KY LA MA MD NC NH NJ NV NY OH OR PA SC TX UT VA WA

Address

165 LENNON LANE
SUITE 200
WALNUT CREEK, CA 94598
United States
Phone: 925.939.2500