EARNED WEALTH ADVISORS, LLC

Business address
165 Lennon Lane, Suite 200, Walnut Creek, CA, 94598
Top securities (13F)
DFAC, IVV, DFAT, AGG, AAPL, DFIV, DFUV, DFUS, VTEB, IEFA, MSFT, NVDA, UCON, DFAS, BRKB, VB, RLY, AVUV, VTI, and AMZN
State of incorporation
DE
Fiscal year end
31 December
Former names
CAPITAL PERFORMANCE ADVISORS LLP (to 31 Jan 2025)
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EARNED WEALTH ADVISORS, LLC has filed 18 SEC EDGAR filings since 28 Jan 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 22 Oct 2025 30 Sep 2025 028-21527
N-PX Open Document Open Filing 04 Aug 2025 30 Jun 2025 028-21527
13F-HR Open Document Open Filing 04 Aug 2025 30 Jun 2025 028-21527
13F-HR Open Document Open Filing 09 May 2025 31 Mar 2025 028-21527
13F-HR Open Document Open Filing 31 Jan 2025 31 Dec 2024 028-21527
13F-HR Open Document Open Filing 01 Nov 2024 30 Sep 2024 028-21527
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-21527
13F-HR Open Document Open Filing 02 Aug 2024 30 Jun 2024 028-21527
13F-HR Open Document Open Filing 26 Apr 2024 31 Mar 2024 028-21527
13F-HR Open Document Open Filing 06 Feb 2024 31 Dec 2023 028-21527
13F-HR Open Document Open Filing 02 Nov 2023 30 Sep 2023 028-21527
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-21527
13F-HR Open Document Open Filing 08 May 2023 31 Mar 2023 028-21527
13F-HR Open Document Open Filing 06 Feb 2023 31 Dec 2022 028-21527
13F-HR Open Document Open Filing 26 Oct 2022 30 Sep 2022 028-21527
13F-HR Open Document Open Filing 26 Jul 2022 30 Jun 2022 028-21527
13F-HR Open Document Open Filing 14 Apr 2022 31 Mar 2022 028-21527
13F-HR Open Document Open Filing 28 Jan 2022 31 Dec 2021 028-21527