| Name | Title | Ownership | Since |
|---|---|---|---|
| Earned Wealth Operating Company, Inc. Control | Owner | Over 75% | 2024 |
| John Scott Clendening Control | Chief Executive Officer | 10-25% | 2025 |
| William Gerald Martin Control | Chief Compliance Officer | Chief Wealth Officer | Under 5% | 2025 |
Earned Wealth Advisors, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
Earned Wealth Advisors, LLC reports 24 employees.
Earned Wealth Advisors, LLC is based in Walnut Creek, CA and has been SEC-registered since 2000.
Earned Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 165 Lennon Lane, Suite 200, Walnut Creek, CA 94598 |
| Phone | 925.939.2500 |
| Fax | 925.945.8371 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.92B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.92B |