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APPLIED WEALTH MANAGEMENT FINANCIAL & INSURANCE SERVICES LLC

Advisory

BAKERSFIELD, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA

#3,538

of 5,480 advisers by AUM

Average account

$254K

across 181 accounts

AUM per adviser

$15M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients82

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, GA, NV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

82 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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