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APPLIED WEALTH MANAGEMENT
APPLIED WEALTH MANAGEMENT FINANCIAL & INSURANCE SERVICES LLC
CRD 318732
5500 MING AVE, SUITE 265, BAKERSFIELD, CA, 93309, United States
Phone
818-726-1842
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$46.0M
Discretionary AUM
$46.0M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $32.0M |
| High net worth individuals | 7 | $14.0M |
All web addresses on file
Official SEC filing: View on IAPD