Investment adviser representative · Earned Wealth Advisors, LLC
Caitlin M. Howerton
CRD 7289341 · Walnut Creek, CA
At a glance
Caitlin M. Howerton is an investment adviser representative with Earned Wealth Advisors, LLC in Walnut Creek, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Caitlin’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Earned Wealth Advisors, LLCSince January 2025Walnut Creek, CA · $3.1B in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Caitlin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.