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- Custodian
- LPL Financial ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-20-2012
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between November 29, 2017 and March 9, 2026, reported AUM increased 367.2%, from $27.9M to $130.3M.
Across 5 reported observations, AUM increased 323.6% between December 14, 2012 and March 9, 2026, from $30.7M to $130.3M.
Of the latest reported AUM, 69.3% is discretionary and 30.7% is non-discretionary.
The firm reports 1 advisory representatives and 152 clients, or 152 clients per representative. That equates to $856.9K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CHRISTOPHER MICHAEL RUSPI
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #1934561
- Ownership
- 75% or more
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Applied Financial Wisdom has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.