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Chief Growth Officer · Earned Wealth Advisors, LLC

Joy E. Lai

CRD 8245327 · Named on Form ADV at one SEC-registered adviser

At a glance

Earned Wealth Advisors, LLC, an SEC-registered wealth manager based in Walnut Creek, CA with $3.1 billion in regulatory assets, lists Joy E. Lai on its Form ADV as Chief Growth Officer, a control person.

Firms and roles

AtlasMembers

Joy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.