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Earned Wealth Advisors, LLC

● SEC registered since 2000CRD 108052SEC# 801-57727Walnut Creek, CA
Export (members)
Reg. AUM
$3.11B
Employees
35
Accounts
5,506
Location
Walnut Creek, CA

Earned Wealth Advisors, LLC assets under management

Earned Wealth Advisors, LLC is an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 2000. It reports $3.1 billion in regulatory assets under management and employs 35 people.
www.linkedin.com/company/earnedwealthView on SEC.gov ↗

Earned Wealth Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Alexandra Logan Garabedian ControlChief Experience & Product OfficerUnder 5%2025
Earned Wealth Operating Company, Inc. ControlOwnerOver 75%2024
Frederick John Duden ControlChief Operating OfficerUnder 5%2025
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Frequently asked questions

How much does Earned Wealth Advisors, LLC manage?

Earned Wealth Advisors, LLC reports $3.1 billion in regulatory assets under management on its Form ADV.

How many employees does Earned Wealth Advisors, LLC have?

Earned Wealth Advisors, LLC reports 35 employees.

Where is Earned Wealth Advisors, LLC located?

Earned Wealth Advisors, LLC is based in Walnut Creek, CA and has been SEC-registered since 2000.

Does Earned Wealth Advisors, LLC disclose fund performance?

Earned Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address165 Lennon Lane, Suite 200, Walnut Creek, CA 94598
Phone925.939.2500
Fax925.945.8371
Office hours8:30a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$3.11B▲ 119%
Jan '25 — $1.42BFeb '25 — $1.42BMar '25 — $1.92BApr '25 — $1.92BMay '25 — $1.92BJun '25 — $1.92BJul '25 — $1.92BAug '25 — $1.92BSep '25 — $1.92BOct '25 — $1.92BNov '25 — $1.92BDec '25 — $1.92BJan '26 — $1.92BFeb '26 — $1.92BMar '26 — $3.11BApr '26 — $3.11BMay '26 — $3.11BJun '26 — $3.11B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers

Assets under management

$3.11Bregulatory AUM
Discretionary $3.11B