Unclaimed Profile

John Haden Werhan

CAPITAL PERFORMANCE ADVISORS LLP·WALNUT CREEK, California

Series 65Clean record26 years registeredCAPITAL PERFORMANCE ADVISORS LLP

165 LENNON LANE, WALNUT CREEK, CA 94598CRD# 4371323Firm CRD# 108052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Haden Werhan · WALNUT CREEK, CA

Registration

CRD #4371323 · CAPITAL PERFORMANCE ADVISORS LLP · 26 years registered

Brand Profile

Not yet started

Career History

EARNED WEALTH ADVISORS, LLC

Feb 2000 – present

EARNED WEALTH

Aug 2024 – Jan 2025

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 22, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL PERFORMANCE ADVISORS LLP

CRD 108052 · SEC 801-57727

AUM

$1.4B

Regulatory assets under management

Employees

2,614 client accounts

Services offered by CAPITAL PERFORMANCE ADVISORS LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL PERFORMANCE ADVISORS LLP →

Introduction

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Frequently Asked Questions

What services does John Haden Werhan offer?

John Haden Werhan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALNUT CREEK, California for a consultation.

What are John Haden Werhan's credentials?

John Haden Werhan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Haden Werhan located?

John Haden Werhan is based in WALNUT CREEK, California, working with CAPITAL PERFORMANCE ADVISORS LLP. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does John Haden Werhan charge for services?

John Haden Werhan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL PERFORMANCE ADVISORS LLP?

CAPITAL PERFORMANCE ADVISORS LLP has approximately 13 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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