Overview
Assets Under Management: $107 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 26
Average Client Assets: $3.3 million
Frequently Asked Questions
EARNED WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316933), EARNED WEALTH is subject to fiduciary duty under federal law.
EARNED WEALTH is headquartered in NEW YORK, NY.
EARNED WEALTH serves 26 high-net-worth clients according to their SEC filing dated December 11, 2024. View client details ↓
According to their SEC Form ADV, EARNED WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
EARNED WEALTH manages $107 million in client assets according to their SEC filing dated December 11, 2024.
According to their SEC Form ADV, EARNED WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.78%
Average Client Assets: $3.3 million
Total Client Accounts: 409
Discretionary Accounts: 409
Regulatory Filings
CRD Number: 316933
Filing ID: 1917956
Last Filing Date: 2024-12-11 10:42:00