CRD: 164428
Applied Financial Wisdom
$130.3M Total AUM
$90.3M Disc. AUM
-- 3Y CAGR
1 Employees
152 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Fusion eagleBeacon
- Established Date
- 06-20-2012
- Office Locations
- 1
Office Locations
-- NEW Market MD
About Applied Financial Wisdom
Applied Financial Wisdom provides financial planning and investment guidance for individuals and families across life stages, with a strong focus on retirement and preserving principal while balancing risk and time horizon. Services span planning, asset management, and related areas like tax and estate considerations. Notably, the firm is a Dave Ramsey SmartVestor and works with LPL Financial.
Team overview
-- AVG AGE
$130.3M AVG AUM / ADVISOR
$856.9K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Peak summit Element Peak
Client Personas
Horizon
Custodian
Element capital Summit
Investment Themes
Fusion unison Pioneer Element eagle Radial
Investment Vehicles
Atlas summit
Services
Insight delta Vertex ember Oak insight Momentum Catalyst Alpha Unison element Delta pioneer
Technology
Frontier insight Radial catalyst
Owner & Executives
CHRISTOPHER MICHAEL RUSPI
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #1934561
- Ownership
- 75% or more
(615) 909-4948
capital.vital@vitalcapital.com
in linkedin.com/in/bridge-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,250,000 | $298,841 |
| Non-Discretionary | $40,000,000 | $2,000,000 |
| Total | $130,250,000 | $404,503 |
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Separately Managed Accounts
Total SMA Asset: $130,250,000
Public Funds:
19.7% Cash:
18.2% Equity - Exchange:
16.7% Corporate - Investment Grade:
12.6% Derivatives:
12.2% Municipal Bonds:
4.8% Private Funds:
15.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $945,800,795 | 19.7% |
| Cash | $873,785,506 | 18.2% |
| Equity - Exchange | $801,770,217 | 16.7% |
| Corporate - Investment Grade | $604,928,427 | 12.6% |
| Derivatives | $585,724,350 | 12.2% |
| Municipal Bonds | $230,448,925 | 4.8% |
| Private Funds | $758,561,042 | 15.8% |
| Total | $4,801,019,262 | 100.0% |