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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-29-2022
- Office Locations
- 3
Office Locations
About Applied Wealth Management
Applied Wealth Management is a California-based RIA providing integrated, tax-smart planning and wealth management, including risk, cash, legacy, and charitable planning. The firm follows a disciplined, meeting-driven process to deliver tailored solutions. Portfolios are primarily ETF-based with fixed income for diversification, and are custodied with Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 82 clients, or 27.3 clients per representative. That equates to $561.0K in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
AL J DOSS-CARTER
Founder, Managing Principal
- CRD
- #5779064
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Thea Nesis
Solicitor
- CRD
- #6580176
SELENA PATRICE TEASLEY
Financial Planner
- CRD
- #7172326
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Applied Wealth Management has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.