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Earned Wealth
Earned Wealth is an SEC-registered investment adviser in Walnut Creek, CA, established in 2000. The firm manages $3.1 billion in assets. It has 35 employees...
Overview
Earned Wealth is an SEC-registered investment adviser in Walnut Creek, CA, established in 2000. The firm manages $3.1 billion in assets. It has 35 employees and 33 registered investment advisers.
General information
Firm type
RIA
Year founded
2000
AUM
$3.4B
Location
Region
North America
Country
United States
City
Walnut Creek
Corporate office
New York, NY, United States
Additional offices
Walnut Creek, CA, United States
Principals
John Clendening
Chief Executive Officer
Frederick Duden
Chief Operating Officer
Alexandra Garabedian
Chief Experience and Product Officer
Joy Lai
Chief Growth Officer
Bill Martin
Chief Wealth Officer
Luke Nowicki
Chief Development Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Earned Wealth?
CEO John Clendening leads the firm, with Bill Martin, CFA serving as Chief Wealth Officer and overseeing investment strategy and wealth management across the seven wealth domains they emphasize: investing, tax planning, career advisory, insurance, trust and estate, debt management, and cash management (per firm website).
How does Earned Wealth source proprietary deal flow?
Earned does not operate a venture capital or private equity arm; it sources client assets through organic growth, strategic partnerships, and acquisitions of CPA practices that serve healthcare professionals. Chief Development Officer Luke Nowicki leads M&A, previously doing growth equity at Summit Partners (per firm website).
Which investment stages does Earned typically target?
Earned focuses on the accumulation and retirement stages for its doctor clients. The firm offers financial planning and investment management across the career arc — from early-career debt management to practice acquisition and eventual retirement — rather than targeting specific venture or growth stages.
What sectors does Earned explicitly avoid?
Earned does not publish a list of excluded sectors. Its investment approach is wealth-management-oriented with no stated ESG, thematic, or sector-negative screens based on publicly available materials.
What is Earned's known posture on co-investments alongside external GPs?
Earned does not publicly disclose a co-investment program or direct investment in external GP funds. Its offerings are limited to portfolio management and financial planning for client accounts.
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