$3.1B Total AUM
$3.1B Disc. AUM
34.3% 3Y CAGR
35 Employees
1,895 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-10-1999
- Office Locations
- 22
Office Locations
165 Lennon Lane Suite 200 Walnut Creek CA
1904 Olympic Boulevard Suite 240 Walnut Creek CA
500 East Broward Boulevard Suite 900 Fort Lauderdale FL
About Earned Wealth Advisors, LLC
Earned Wealth Advisors provides integrated wealth management and tax services for physicians, their families, and medical practices. The firm combines tax planning and preparation with retirement plan design and ongoing investment management, helping clients invest more tax-efficiently and coordinate personal and practice finances under one roof.
Team overview
40 AVG AGE
$94.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4 yrs AVG TENURE
35 Employees
33 Advisory Reps
33 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOHN SCOTT CLENDENING
Chief Executive Officer
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
F
FREDERICK JOHN DUDEN
CHIEF OPERATING OFFICER
- CRD
- #4756512
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
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P
Pooja Agarwal
--
- CRD
- #8086624
Available
Available
Available
T
Tyler Braxton Bayless-Edwards
--
- CRD
- #7963587
Available
Available
Available
Showing 2 of 49 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,105,927,342 | $564,099 |
| Non-Discretionary | $0 | -- |
| Total | $3,105,927,342 | $564,099 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Other:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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