{
  "crd_number": 108052,
  "slug": "earned-wealth-advisors-llc-walnut-creek-ca-108052",
  "primary_business_name": "EARNED WEALTH ADVISORS, LLC",
  "legal_name": "EARNED WEALTH ADVISORS, LLC",
  "dbas": [
    "EARNED WEALTH",
    "OJM GROUP",
    "THOMAS DOLL"
  ],
  "city": "Walnut Creek",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-07-10",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 3105927342.0,
  "raum_discretionary": 3105927342.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 35,
  "advisory_employees": 33,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 8614077.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 233610712.0,
      "count": 877
    },
    "insurance_companies": {
      "raum": 11170252.0,
      "count": 2,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 530336753.0,
      "count": 337
    },
    "high_net_worth_individuals": {
      "raum": 2166252073.0,
      "count": 584
    },
    "corporations_other_businesses": {
      "raum": 155943475.0,
      "count": 71
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://earnedwealth.com",
    "https://facebook.com/EARNEDWEALTH",
    "https://facebook.com/OJMGROUP",
    "https://instagram.com/EARNEDWEALTH",
    "https://instagram.com/OJMGROUP",
    "https://linkedin.com/COMPANY/EARNEDWEALTH",
    "https://linkedin.com/COMPANY/OJMGROUP",
    "https://ojmgroup.com",
    "https://youtube.com/USER/OJMGROUP"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108052",
  "city_as_filed": "WALNUT CREEK",
  "url": "https://advisorcensus.com/firm/earned-wealth-advisors-llc-walnut-creek-ca-108052",
  "display_name": "Earned Wealth Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Earned Wealth Advisors, LLC (CRD 108052): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Earned Wealth Advisors, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Earned Wealth Advisors, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Earned Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Earned Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108052."
    },
    {
      "q": "How much does Earned Wealth Advisors, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Earned Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Earned Wealth Advisors, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Earned Wealth Advisors, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Earned Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Earned Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1100433221.0,
      "total_employees": 16,
      "filing_date": "2021-03-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1323909507.0,
      "total_employees": 13,
      "filing_date": "2022-03-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1252444107.0,
      "total_employees": 13,
      "filing_date": "2023-02-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1415615957.0,
      "total_employees": 13,
      "filing_date": "2024-07-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1916730533.0,
      "total_employees": 24,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3105927342.0,
      "total_employees": 35,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in IL, KY, LA, MA, MD, NH, NJ, OH, VA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Ojai, CA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/earned-wealth-advisors-llc-walnut-creek-ca-108052.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 877,
      "fewer_than_5": false,
      "raum": 233610712.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 584,
      "fewer_than_5": false,
      "raum": 2166252073.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 337,
      "fewer_than_5": false,
      "raum": 530336753.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 8614077.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 2,
      "fewer_than_5": true,
      "raum": 11170252.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 71,
      "fewer_than_5": false,
      "raum": 155943475.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108052",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}