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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-10-1999
- Office Locations
- 22
Office Locations
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.
Reported data analysis
What the numbers show
Between December 19, 2025 and March 30, 2026, reported AUM increased 62.0%, from $1.9B to $3.1B.
Across 5 reported observations, AUM increased 134.6% between March 2, 2022 and March 30, 2026, from $1.3B to $3.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 33 advisory representatives and 1,895 clients, or 57.4 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 22 reported office locations and 26 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Earned Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN SCOTT CLENDENING
Chief Executive Officer
- CRD
- --
- Ownership
- 10% but less than 25%
FREDERICK JOHN DUDEN
CHIEF OPERATING OFFICER
- CRD
- #4756512
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Pooja Agarwal
--
- CRD
- #8086624
Tyler Braxton Bayless-Edwards
--
- CRD
- #7963587
Showing 2 of 49 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Earned Wealth Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Earned Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.