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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- 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.
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Owner & Executives
AL J DOSS-CARTER
Chief Compliance Officer, Managing Member
- CRD
- #5779064
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Thea Nesis
Chief Compliance Officer, Managing Member
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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