# EARNED WEALTH ADVISORS, LLC

EARNED WEALTH ADVISORS, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108052
- Type: SEC-registered investment adviser
- SEC file number: 801-57727
- Location: 165 LENNON LANE, SUITE 200, WALNUT CREEK, CA, 94598
- Phone: 925.939.2500
- Latest filing: 2026-03-30
- Regulatory AUM: $3.1B
- Discretionary AUM: $3.1B
- Clients: 35
- Accounts: 5,506

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Pratt | MEMBER; PARTNER; VICE PRESIDENT | Bozeman, MT |
| John Scott Clendening | CHIEF EXECUTIVE OFFICER | — |
| William Gerald Martin | CHIEF COMPLIANCE OFFICER | CHIEF WEALTH OFFICER | NEW YORK, NY |
| DOLL SHERMAN LEROY | MANAGING PARTNER; MEMBER; PRESIDENT | — |
| KALINOWSKI JOSEPH EUGENE | MEMBER; PARTNER; PARTNER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| LEININGER STEVEN ERWIN | MEMBER; PARTNER; SECRETARY, TREASURER | — |
| OLIVER BARRY WILSON | CHIEF COMPLIANCE OFFICER; MEMBER; PARTNER (+2 more) | — |
| WIRIG JAY W | MEMBER; PARTNER; VICE PRESIDENT | — |
| PINGREE JOB FREDERICK | MEMBER | — |
| THOMAS BRENT PRETT | MEMBER | — |
| WERHAN JOHN HADEN | MEMBER; PARTNER; VICE PRESIDENT | — |
| WIRIG JAY PAUL | PARTNER | — |
| NELSON JARED MARK | PARTNER; PARTNER, CHIEF COMPLIANCE OFFICER | — |
| HARLOW DAVID KRISTIAN | PARTNER | — |
| HENDERSON CARSON KNUDSEN | PARTNER | — |
| Frederick John Duden | CHIEF OPERATING OFFICER | — |
| Alexandra Logan Garabedian | CHIEF EXPERIENCE & PRODUCT OFFICER | — |
| Joy Entzu-Chang Lai | CHIEF GROWTH OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108052/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108052/similar
- Related entities: https://search.stillhousedata.com/firm/108052/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108052

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.