# APPLIED WEALTH MANAGEMENT

APPLIED WEALTH MANAGEMENT of BAKERSFIELD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 318732
- Type: SEC-registered investment adviser
- Location: 5500 MING AVE, BAKERSFIELD, CA, 93309
- Phone: 818-726-1842
- Latest filing: 2026-03-30
- Regulatory AUM: $46.0M
- Discretionary AUM: $46.0M
- Clients: 4
- Accounts: 181

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318732/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318732/similar
- Related entities: https://search.stillhousedata.com/firm/318732/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318732

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.