PPrivate Fund Data Log in Join · $37/mo

William Gerald Martin

Chief Compliance Officer | Chief Wealth OfficerEarned Wealth Advisors, LLCCRD 2046604

About William Gerald Martin

William Gerald Martin is listed as Chief Compliance Officer | Chief Wealth Officer at Earned Wealth Advisors, LLC in Walnut Creek, CA. Form ADV reports a beneficial ownership band of Under 5%. William Gerald Martin is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Earned Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does William Gerald Martin work?

William Gerald Martin is listed as Chief Compliance Officer | Chief Wealth Officer at Earned Wealth Advisors, LLC on SEC Form ADV.

How much of Earned Wealth Advisors, LLC does William Gerald Martin own?

Form ADV reports a beneficial ownership band of Under 5%.

Earned Wealth Advisors, LLC

TitleChief Compliance Officer | Chief Wealth Officer
OwnershipUnder 5%
Control personYes
Since2025
View Earned Wealth Advisors, LLC →

Noho Financial, Inc

TitleChief Compliance Officer & Chief Wealth Officer
OwnershipUnder 5%
Control personYes
Since2023
View Noho Financial, Inc →