APPLIED WEALTH MANAGEMENT

APPLIED WEALTH MANAGEMENT of BAKERSFIELD, CA is an SEC-registered investment adviser (CRD 318732). Regulatory assets under management: $46.0M.

Registration

• CRD: 318732
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318732 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search