AdvisorCensus / Financial advisors / California / San Francisco / Earned Wealth Advisors, LLC
Earned Wealth Advisors, LLC is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Earned Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Earned Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Earned Wealth Advisors, LLC located?
Earned Wealth Advisors, LLC's principal office is in Walnut Creek, CA, according to its Form ADV; the April 2026 filing also lists 6 other offices (Schedule D, Section 1.F).
Is Earned Wealth Advisors, LLC registered with the SEC or a state?
Earned Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108052.
How much does Earned Wealth Advisors, LLC manage?
Earned Wealth Advisors, LLC reports $3,105,927,342 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).
How have Earned Wealth Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Earned Wealth Advisors, LLC: Regulatory assets under management: $1,100,433,221 in the October 2021 data and $3,105,927,342 in the October 2026 data, up 182%. Total employees: 16 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Earned Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (877); high net worth individuals (584); pension and profit sharing plans (but not the plan participants or government pension plans) (337).
Which custodians does Earned Wealth Advisors, LLC use?
Earned Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Earned Wealth Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108052
What changed in Earned Wealth Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,916,730,533 to $3,105,927,342 (+62%). Employees performing advisory functions went from 28 to 33. Added an office in Hercules, CA. Added an office in Walnut Creek, CA. Registered or notice-filed in AK, AL, AR, DC, DE, IA, IN, ME, MI, MN, MO, MS, MT, ND, NE, NM, OK, PA, PR, RI, SD, TN, VT, WI, WV, WY. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$3,105,927,342 as of October 2026, filing dated October 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Also doing business as
- EARNED WEALTH, OJM GROUP, THOMAS DOLL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2000 (26 years)
- Employees
- Total: 35. Performing investment advisory functions: 33.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
6 other offices, as of the April 2026 filing
- States registered or notice-filed
-
52 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $3,105,927,342 | 35 | October 1, 2026 |
| October 2025 | $1,916,730,533 | 24 | March 28, 2025 |
| October 2024 | $1,415,615,957 | 13 | July 23, 2024 |
| October 2023 | $1,252,444,107 | 13 | February 22, 2023 |
| October 2022 | $1,323,909,507 | 13 | March 2, 2022 |
| October 2021 | $1,100,433,221 | 16 | March 10, 2021 |
Regulatory assets under management: $1,100,433,221 in the October 2021 data and $3,105,927,342 in the October 2026 data, up 182%.
Total employees: 16 in October 2021 and 35 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,916,730,533 to $3,105,927,342 (+62%).
- Employees performing advisory functions went from 28 to 33.
- Added an office in Hercules, CA.
- Added an office in Walnut Creek, CA.
- Registered or notice-filed in AK, AL, AR, DC, DE, IA, IN, ME, MI, MN, MO, MS, MT, ND, NE, NM, OK, PA, PR, RI, SD, TN, VT, WI, WV, WY.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- Employees performing advisory functions went from 20 to 28.
- Added the business name OJM Group.
- Added an office in Cincinnati, OH.
- Added an office in Fort Lauderdale, FL.
- No longer registered or notice-filed in PA.
- December 2025
- Registered or notice-filed in IL, KY, LA, MA, MD, NH, NJ, OH, VA.
- November 2025
- Added an office in Ojai, CA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Earned Wealth Advisors, LLC (CRD 108052): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/earned-wealth-advisors-llc-walnut-creek-ca-108052