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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · Raymond James
- Clients
- Retail
- Platforms
- WaveRadial value
- Established Date
- 06-27-2024
- Office Locations
- 1
Office Locations
About Earner Wealth LLC
Earner Wealth, LLC is a Florida-based registered investment adviser providing holistic wealth management, including investment management, financial planning, and legacy & estate planning. The firm builds personalized strategies aligned to client goals and risk, with an emphasis on diversification from concentrated positions and tax-aware approaches. Serves emerging wealth builders, pre/recent retirees, and families focused on multigenerational legacy; supports custody at Schwab and Fidelity/NFS.
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Owner & Executives
Stephen Nicholas Earner
Advisor, Chief Compliance Officer
- CRD
- #5360284
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,421,152 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,421,152 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,421,152
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $893,913,558 | 19.2% |
| Equity - Exchange | $2,057,863,503 | 44.2% |
| Other | $1,704,022,719 | 36.6% |
| Total | $4,655,799,780 | 100.0% |