EARNED WEALTH ADVISORS, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 108052). Regulatory assets under management: $3.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| 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 | — |