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)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARTIN, WILLIAM, GERALD | I | CHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICER | NA | Control |
| MARTIN, WILLIAM, GERALD | I | CHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICER | NA | Control |
| MARTIN, WILLIAM, GERALD | I | CHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICER | NA | Control |
| MARTIN, WILLIAM, GERALD | I | CHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICER | NA | Control |
| MARTIN, WILLIAM, GERALD | I | CHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICER | NA | Control |
| MARTIN, WILLIAM, GERALD | I | CHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICER | NA | Control |
| MARTIN, WILLIAM, GERALD | I | CHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICER | NA | Control |
| MARTIN, WILLIAM, GERALD | I | CHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICER | NA | Control |
| MARTIN, WILLIAM, GERALD | I | CHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICER | NA | Control |
| MARTIN, WILLIAM, GERALD | I | CHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICER | NA | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| EARNED WEALTH OPERATING COMPANY, INC. | DE | OWNER | E | Control |
| CLENDENING, JOHN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| CLENDENING, JOHN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| CLENDENING, JOHN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| CLENDENING, JOHN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| CLENDENING, JOHN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| CLENDENING, JOHN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| CLENDENING, JOHN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| CLENDENING, JOHN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| CLENDENING, JOHN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| CLENDENING, JOHN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| DOLL, SHERMAN, LEROY | I | PRESIDENT | B | Control |
| DOLL, SHERMAN, LEROY | I | PRESIDENT | B | Control |
| DOLL, SHERMAN, LEROY | I | MANAGING PARTNER | B | Control |
| DOLL, SHERMAN, LEROY | I | MANAGING PARTNER | B | Control |
| DOLL, SHERMAN, LEROY | I | MANAGING PARTNER | B | Control |
| DOLL, SHERMAN, LEROY | I | PRESIDENT | B | Control |
| DOLL, SHERMAN, LEROY | I | MANAGING PARTNER | B | Control |
| DOLL, SHERMAN, LEROY | I | MANAGING PARTNER | B | Control |
| DOLL, SHERMAN, LEROY | I | PRESIDENT | B | Control |
| DOLL, SHERMAN, LEROY | I | PRESIDENT | B | Control |
| DOLL, SHERMAN, LEROY | I | MEMBER | B | Control |
| DOLL, SHERMAN, LEROY | I | MANAGING PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HARLOW, DAVID, KRISTIAN | I | PARTNER | B | Control |
| HENDERSON, CARSON, KNUDSEN | I | PARTNER | B | Control |
| HENDERSON, CARSON, KNUDSEN | I | PARTNER | B | Control |
| HENDERSON, CARSON, KNUDSEN | I | PARTNER | B | Control |
| HENDERSON, CARSON, KNUDSEN | I | PARTNER | B | Control |
| HENDERSON, CARSON, KNUDSEN | I | PARTNER | B | Control |
| HENDERSON, CARSON, KNUDSEN | I | PARTNER | B | Control |
| HENDERSON, CARSON, KNUDSEN | I | PARTNER | B | Control |
| HENDERSON, CARSON, KNUDSEN | I | PARTNER | B | Control |
| HENDERSON, CARSON, KNUDSEN | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | VICE PRESIDENT | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | VICE PRESIDENT | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | VICE PRESIDENT | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | VICE PRESIDENT | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | VICE PRESIDENT | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | MEMBER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| KALINOWSKI, JOSEPH, EUGENE | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | SECRETARY, TREASURER | B | Control |
| LEININGER, STEVEN, ERWIN | I | SECRETARY, TREASURER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | SECRETARY, TREASURER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | SECRETARY, TREASURER | B | Control |
| LEININGER, STEVEN, ERWIN | I | SECRETARY, TREASURER | B | Control |
| LEININGER, STEVEN, ERWIN | I | MEMBER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| LEININGER, STEVEN, ERWIN | I | PARTNER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| NELSON, JARED, MARK | I | PARTNER | B | Control |
| NELSON, JARED, MARK | I | PARTNER | B | Control |
| NELSON, JARED, MARK | I | PARTNER | B | Control |
| NELSON, JARED, MARK | I | PARTNER | B | Control |
| NELSON, JARED, MARK | I | PARTNER | B | Control |
| NELSON, JARED, MARK | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | MEMBER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| OLIVER, BARRY, WILSON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PINGREE, JOB, FREDERICK | I | MEMBER | B | Control |
| THOMAS, BRENT, PRATT | I | VICE PRESIDENT | B | Control |
| THOMAS, BRENT, PRATT | I | VICE PRESIDENT | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | VICE PRESIDENT | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | VICE PRESIDENT | B | Control |
| THOMAS, BRENT, PRATT | I | VICE PRESIDENT | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRATT | I | PARTNER | B | Control |
| THOMAS, BRENT, PRETT | I | MEMBER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | MEMBER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WERHAN, JOHN, HADEN | I | PARTNER | B | Control |
| WIRIG, JAY, PAUL | I | PARTNER | B | |
| WIRIG, JAY, PAUL | I | PARTNER | B | |
| WIRIG, JAY, PAUL | I | PARTNER | B | |
| WIRIG, JAY, PAUL | I | PARTNER | B | |
| WIRIG, JAY, PAUL | I | PARTNER | B | |
| WIRIG, JAY, PAUL | I | PARTNER | B | Control |
| WIRIG, JAY, PAUL | I | PARTNER | B | Control |
| WIRIG, JAY, PAUL | I | PARTNER | B | Control |
| WIRIG, JAY, PAUL | I | PARTNER | B | |
| WIRIG, JAY, PAUL | I | PARTNER | B | Control |
| WIRIG, JAY, PAUL | I | PARTNER | B | Control |
| WIRIG, JAY, PAUL | I | PARTNER | B | Control |
| WIRIG, JAY, PAUL | I | PARTNER | B | Control |
| WIRIG, JAY, PAUL | I | PARTNER | B | Control |
| WIRIG, JAY, PAUL | I | PARTNER | B | Control |
| WIRIG, JAY, PAUL | I | PARTNER | B | Control |
| WIRIG, JAY, PAUL | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | VICE PRESIDENT | B | Control |
| WIRIG, JAY, W | I | VICE PRESIDENT | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | VICE PRESIDENT | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | VICE PRESIDENT | B | Control |
| WIRIG, JAY, W | I | VICE PRESIDENT | B | Control |
| WIRIG, JAY, W | I | MEMBER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
| WIRIG, JAY, W | I | PARTNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EARNED WEALTH HOLDINGS GP, LLC | DE | EARNED WEALTH HOLDINGS, L.P. | F | Control |
| EARNED WEALTH HOLDINGS GP, LLC | DE | EARNED WEALTH HOLDINGS, L.P. | F | Control |
| EARNED WEALTH HOLDINGS, L.P. | DE | EARNED WEALTH INTERMEDIATE HOLDINGS, INC. | E | Control |
| EARNED WEALTH HOLDINGS, L.P. | DE | EARNED WEALTH INTERMEDIATE HOLDINGS, INC. | E | Control |
| EARNED WEALTH INTERMEDIATE HOLDINGS, INC. | DE | EARNED WEALTH OPERATING COMPANY, INC. | E | Control |
| EARNED WEALTH INTERMEDIATE HOLDINGS, INC. | DE | EARNED 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 LANESUITE 200
WALNUT CREEK, CA 94598
United States
Phone: 925.939.2500