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Shamitoj Sandhu

Earned Wealth Advisors, LLC

Walnut Creek, CA

Hercules, CA

CRD 8114731

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Employer firm

Earned Wealth Advisors, LLC CRD 108052

$3.11B regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Earned Wealth Advisors, Llc

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2025-06-25
  • CA RA
    APPROVED_RES
    Since 2025-06-25

Branch Locations

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

600 Alfred Nobel Drive, Hercules, CA 94547 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Earned Wealth Advisors, Llc Walnut Creek CA 04/2025 Present
Chahal & Associates Llc Hercules CA 09/2014 Present
Other Businesses

Chahal & Associates LLC, 600 Alfred Nobel Drive, Hercules, CA 94547 | Accounting Firm | Non-investment Related | Senior Tax Accountant | September 2014 to present | Devotes approximately 160 hours per month to this position the majority of which are during securities trading hours.

View on SEC IAPD

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