William Truett Davis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → 04/2024
  Beacon Pointe Advisors Llc
  Denver, CO
• 08/2022 → 12/2022
  Exterior Design
  Denver, CO
• 06/2021 → 07/2022
  Depuy Synthes Of Johnson & Johnson
  Frisco, CO
• 11/2020 → 06/2021
  Co Covid Drive-Up Community Testing
  Denver, CO
• 09/2019 → 11/2020
  Meridian Rapid Defense Group
  Denver, CO
• 08/2015 → 05/2019
  Colorado College
  Denver, CO
• 08/2018 → 05/2019
  Colorado College Sports Medicine
  Colorado Springs, CO
• 06/2018 → 08/2018
  University Of Colorado Anschutz Medical Campus
  Aurora, CO
• 06/2019 → 08/2019
  Unemployed
  Denver, CO
• 04/2024 → 04/2025
  Beacon Pointe Advisors Llc
  Denver, CO
• 04/2025 → 12/2025
  Beacon Pointe Advisors Llc
  Denver, CO
• 12/2025 → Present
  Earned Wealth Advisors, Llc
  Walnut Creek, CA

Previous Registrations

• 2024-01-12 → 2025-10-31
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
  Denver, CO
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-29

Other Names

• Truett Davis