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Applied Wealth Management
Applied Wealth Management is a state-registered investment adviser in Bakersfield, CA. The firm manages approximately $46 million in regulatory assets.
Overview
Applied Wealth Management is a state-registered investment adviser in Bakersfield, CA. The firm manages approximately $46 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Applied Wealth Management?
No named principals or investment decision-makers are publicly associated with Applied Wealth Management. The firm has not disclosed leadership in any available public record or official communication.
What investment strategy does Applied Wealth Management follow?
The firm's investment strategy is not publicly documented. No information on asset-class mix, stage preferences, or deal structure has been released to the public.
How large is Applied Wealth Management's asset base?
Applied Wealth Management has not publicly disclosed its assets under management. No AUM figure, band, or estimate is available from any source.
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