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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

EARNED WEALTH

NOHO FINANCIAL, INC, CRD 316933

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9a07c10-88e6-4eb2-532c-5d752c05f5e4

Data as of Dec 11, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 25
On other graphs: 0
Observed: Dec 15, 2021 to Dec 11, 2024
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $107MItem 5.F on the latest filing (2024-12-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $107M
Private client RAUM: $107MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19
Advisory employees: 7
Offices: 10Schedule D 1.F, beyond the principal office
Accounts: 409
Individual clients: 86
High net worth clients: 26
Custody, client assets: $14.5M
SEC number: 801-123055
CRD: 316933
Filings on the tape: 24
First filed: Dec 15, 2021
Latest filed: Dec 11, 2024
Organised: Corporation, Delaware
Website: earnedwealth.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLENDENING, JOHN, SCOTT	CEO / FOUNDER	B	yes	10/2021	Dec 15, 2021	Dec 11, 2024
EARNED WEALTH HOLDINGS GP, LLC	GENERAL PARTNER	F	yes	06/2024	Jul 22, 2024	Dec 11, 2024
EARNED WEALTH HOLDINGS L.P.	Owner	E	yes	06/2024	Jul 22, 2024	Dec 11, 2024
EARNED WEALTH INTERMEDIATE HOLDINGS, INC.	Owner	E	yes	06/2024	Jul 22, 2024	Dec 11, 2024
EARNED WEALTH OPERATING COMPANY, INC.	Owner	E	yes	06/2024	Jul 22, 2024	Dec 11, 2024
MARTIN, WILLIAM, GERALD	CHIEF COMPLIANCE OFFICER & CHIEF WEALTH OFFICER	Na	yes	12/2023	Dec 5, 2023	Dec 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPITAL PERFORMANCE ADVISORS LLP	n/a	Independent wealth	$3.1B	N	yes	n/a
PENSIONONE ADVISORS, INC.	n/a	n/a	n/a	N	yes	n/a
TD ADVISORS LLC	n/a	n/a	n/a	N	yes	n/a
VITAL FINANCIAL INSURANCE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WALNUT CREEK	CA	United States	11	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 26, 2024	$107M	$107M	19	7	8	n/a	n/a
2022	Mar 31, 2023	$50.0M	$50.0M	21	4	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$107M	$50.0M	113.0%	n/a	n/a	19	21	10	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EARNED WEALTH ADVISORS, LLC	3	Jan 4, 2025	Jan 6, 2025	SAN JUAN CAPISTRANO, CA	Channel change	RIA to RIA	16.7%

Relationships

Affiliated with (2)

← EARNED WEALTH ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ EARNED WEALTH ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← MARTIN, WILLIAM, GERALDOwnerCHIEF COMPLIANCE OFFICER & CHIEF WEALTH OFFICER, ownership code NA, individual
Dec 5, 2023 to presentfactForm ADV
← CLENDENING, JOHN, SCOTTOwnerCEO / FOUNDER, ownership code B, individual
Dec 15, 2021 to presentfactForm ADV
← EARNED WEALTH HOLDINGS GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Jul 22, 2024 to presentfactForm ADV
← EARNED WEALTH HOLDINGS L.P.OwnerOWNER, ownership code E, domestic entity
Jul 22, 2024 to presentfactForm ADV
← EARNED WEALTH INTERMEDIATE HOLDINGS, INC.OwnerOWNER, ownership code E, domestic entity
Jul 22, 2024 to presentfactForm ADV
← EARNED WEALTH OPERATING COMPANY, INC.OwnerOWNER, ownership code E, domestic entity
Jul 22, 2024 to presentfactForm ADV

Moved with (1)

→ EARNED WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Jan 4, 2025 to Aug 18, 2025factForm ADV

Registered with (21)

← WILLIAM GERALD MARTINAdvisorregistration: previous registration
Aug 24, 2022 to Jan 29, 2025factForm ADV
← MYHANH TRAN HOSKINAdvisorregistration: previous registration
Feb 9, 2022 to Jan 4, 2025factForm ADV
← TODD ALAN ROULEAUAdvisorregistration: previous registration
Aug 1, 2024 to Jan 4, 2025factForm ADV
← JOSEPH EUGENE KALINOWSKIAdvisorregistration: previous registration
Aug 1, 2024 to Jan 4, 2025factForm ADV
← BARRY WILSON OLIVERAdvisorregistration: previous registration
Aug 1, 2024 to Jan 4, 2025factForm ADV
← JOHN HADEN WERHANAdvisorregistration: previous registration
Aug 1, 2024 to Jan 4, 2025factForm ADV
← NICHOLAS LOUIS GIZZARELLIAdvisorregistration: previous registration
Aug 1, 2024 to Jan 4, 2025factForm ADV
← DAVID KRISTIAN HARLOWAdvisorregistration: previous registration
Aug 7, 2024 to Jan 4, 2025factForm ADV
← JARED MARK NELSONAdvisorregistration: previous registration
Aug 5, 2024 to Jan 4, 2025factForm ADV
← CARSON KNUDSEN HENDERSONAdvisorregistration: previous registration
Aug 1, 2024 to Jan 4, 2025factForm ADV
← SHANNON BLACKMONAdvisorregistration: previous registration
Aug 2, 2024 to Jan 4, 2025factForm ADV
← JESSICA ROSE PINCUSAdvisorregistration: previous registration
Apr 10, 2023 to Jan 4, 2025factForm ADV
← HUSSEIN ELGOHARYAdvisorregistration: previous registration
Nov 28, 2023 to Jan 4, 2025factForm ADV
← Brett Adam LeMmonAdvisorregistration: previous registration
Aug 1, 2024 to Jan 4, 2025factForm ADV
← Caitlin Marie HowertonAdvisorregistration: previous registration
Sep 4, 2024 to Jan 4, 2025factForm ADV
← Jonathan FaynikAdvisorregistration: previous registration
Sep 16, 2024 to Jan 4, 2025factForm ADV
← RYAN TREVOR MCCLELLANAdvisorregistration: previous registration
Nov 6, 2023 to Jan 4, 2025factForm ADV
← James Reed GerberAdvisorregistration: previous registration
Oct 14, 2024 to Jan 4, 2025factForm ADV
← Shane SpenceAdvisorregistration: previous registration
Sep 8, 2023 to Jan 3, 2024factForm ADV
← Maryam Alyce HoustonAdvisorregistration: previous registration
Jun 22, 2022 to Dec 26, 2023factForm ADV
← CHARLEY MICHAEL CORBETTAdvisorregistration: previous registration
Jun 9, 2022 to Nov 14, 2022factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 3, 2025
Left the SEC roster
Earned Wealth no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $106.6M)
Form ADVobserved 4 days ago
$107M
Occurred
Jan 4, 2025
Advisor departed, no destination yet
David Kristian Harlow no longer registered at Earned Wealth; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jan 4, 2025
Advisor departed, no destination yet
Todd Alan Rouleau no longer registered at Earned Wealth; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jan 4, 2025
Advisor departed, no destination yet
Nicholas Louis Gizzarelli no longer registered at Earned Wealth; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jan 4, 2025
Advisor departed, no destination yet
Barry Wilson Oliver no longer registered at Earned Wealth; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jan 4, 2025
Advisor departed, no destination yet
John Haden Werhan no longer registered at Earned Wealth; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jan 4, 2025
Advisor departed, no destination yet
Joseph Eugene Kalinowski no longer registered at Earned Wealth; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jan 4, 2025
Advisor changed firm
Shannon Blackmon left Earned Wealth for Creative Planning (registered 2026-01-01)
Form ADVobserved 4 days ago
Occurred
Jan 4, 2025
Advisor departed, no destination yet
Carson Knudsen Henderson no longer registered at Earned Wealth; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jan 4, 2025
Advisor departed, no destination yet
Jared Mark Nelson no longer registered at Earned Wealth; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jul 22, 2024
Control person left
Golub Jed Cairo (Member) no longer on Schedule A of Earned Wealth (listed 2024-03-26, absent 2024-07-22)
Form ADVobserved 4 days ago
Occurred
Jul 22, 2024
Control person left
Shin Patrick Chun (Member) no longer on Schedule A of Earned Wealth (listed 2024-03-26, absent 2024-07-22)
Form ADVobserved 4 days ago
Occurred
Jul 22, 2024
Control person left
John Michael Millette (Managing Member) no longer on Schedule A of Earned Wealth (listed 2024-03-26, absent 2024-07-22)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2024
Advisor changed firm
Shane Spence left Earned Wealth for Ae Wealth Management, Llc (registered 2024-08-12)
Form ADVobserved 4 days ago
Occurred
Dec 26, 2023
Advisor changed firm
Maryam Alyce Houston left Earned Wealth for Global Retirement Partners Llc (registered 2024-09-19)
Form ADVobserved 4 days ago
Occurred
Dec 5, 2023
Control person left
Alyce Maryam Houston (Chief Compliance Officer, Director Of Operations & Trading) no longer on Schedule A of Earned Wealth (listed 2023-11-21, absent 2023-12-05)
Form ADVobserved 4 days ago
Occurred
Dec 5, 2023
Control person joined
Gerald William Martin (Chief Compliance Officer & Chief Wealth Officer) appeared on Schedule A of Earned Wealth
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Control person joined
John Michael Millette (Managing Member) appeared on Schedule A of Earned Wealth
Form ADVobserved 4 days ago
Occurred
Nov 14, 2022
Advisor changed firm
Charley Michael Corbett left Earned Wealth for Nova Wealth Management, Inc. (registered 2023-04-13)
Form ADVobserved 4 days ago
Occurred
Aug 2, 2022
Control person left
Tran Myhanh Hoskin (Chief Compliance Officer) no longer on Schedule A of Earned Wealth (listed 2022-06-17, absent 2022-08-02)
Form ADVobserved 4 days ago
Occurred
Aug 2, 2022
Control person joined
Alyce Maryam Houston (Chief Compliance Officer, Director Of Operations & Trading) appeared on Schedule A of Earned Wealth
Form ADVobserved 4 days ago
Occurred
Jan 18, 2022
Control person joined
Jed Cairo (Member) appeared on Schedule A of Earned Wealth
Form ADVobserved 4 days ago
Occurred
Jan 18, 2022
Control person joined
Patrick Chun (Member) appeared on Schedule A of Earned Wealth
Form ADVobserved 4 days ago
Occurred
Dec 15, 2021
First Form ADV filing
Noho Financial, Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Aug 14, 2023
Earned Wealth reported 7 offices beyond its principal office, up from 0 (2023-08-09 to 2023-08-14)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9a07c10-88e6-4eb2-532c-5d752c05f5e4
First observed: Dec 15, 2021
Last observed: Dec 11, 2024 21 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EARNED WEALTH

NOHO FINANCIAL, INC, CRD 316933

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9a07c10-88e6-4eb2-532c-5d752c05f5e4

Data as of Dec 11, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLENDENING, JOHN, SCOTT

CEO / FOUNDER

yes

10/2021

Dec 15, 2021

Dec 11, 2024

EARNED WEALTH HOLDINGS GP, LLC

GENERAL PARTNER

yes

06/2024

Jul 22, 2024

Dec 11, 2024

EARNED WEALTH HOLDINGS L.P.

Owner

yes

06/2024

Jul 22, 2024

Dec 11, 2024

EARNED WEALTH INTERMEDIATE HOLDINGS, INC.

Owner

yes

06/2024

Jul 22, 2024

Dec 11, 2024

EARNED WEALTH OPERATING COMPANY, INC.

Owner

yes

06/2024

Jul 22, 2024

Dec 11, 2024

MARTIN, WILLIAM, GERALD

CHIEF COMPLIANCE OFFICER & CHIEF WEALTH OFFICER

yes

12/2023

Dec 5, 2023

Dec 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPITAL PERFORMANCE ADVISORS LLP

n/a

Independent wealth

$3.1B

yes

n/a

PENSIONONE ADVISORS, INC.

n/a

yes

n/a

TD ADVISORS LLC

n/a

yes

n/a

VITAL FINANCIAL INSURANCE SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

WALNUT CREEK

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 26, 2024

$107M

n/a

2022

Mar 31, 2023

$50.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$107M

$50.0M

113.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EARNED WEALTH ADVISORS, LLC

Jan 4, 2025

Jan 6, 2025

SAN JUAN CAPISTRANO, CA

Channel change

RIA to RIA

16.7%