# Applied Wealth Management

Applied Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/applied-wealth-mgt

## Regulatory record

- **CRD number:** 318732
- **Registration status:** Registered
- **Reports private funds:** No

## About

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.

## 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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Updated: 2026-07-06T01:24:11.460Z

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