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EARNED WEALTH ADVISORS, LLC

WALNUT CREEK, CA · CRD 108052 · IAPD ↗ · 925.939.2500

$3.11BRegulatory AUM
33Advisory reps
35Employees
20Clients
11-25Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — EARNED WEALTH ADVISORS, LLC added office(s): 20 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — EARNED WEALTH ADVISORS, LLC 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.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — EARNED WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
April 2026 — EARNED WEALTH ADVISORS, LLC reported RAUM up 62% ($1.92B -> $3.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — EARNED WEALTH ADVISORS, LLC grew from 28 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
January 2026 — EARNED WEALTH ADVISORS, LLC added office(s): 15 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
January 2026 — EARNED WEALTH ADVISORS, LLC grew from 20 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — EARNED WEALTH ADVISORS, LLC added office(s): 9 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — EARNED WEALTH ADVISORS, LLC notice-filed in IL, KY, LA, MA, MD, NH, NJ, OH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2025 — EARNED WEALTH ADVISORS, LLC reported RAUM up 35% ($1.42B -> $1.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
February 2025 — EARNED WEALTH ADVISORS, LLC notice-filed in CO, KS, NY, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2025 — EARNED WEALTH ADVISORS, LLC added office(s): 1 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
February 2025 — THOMAS DOLL is now doing business as EARNED WEALTH ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
79
February 2025 — EARNED WEALTH ADVISORS, LLC grew from 11 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
January 2025 — THOMAS DOLL notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
January 2025 — THOMAS DOLL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — THOMAS DOLL notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.