APPLIED WEALTH MANAGEMENT

Overview

Applied Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm acts as a capital allocator, preferring equity exposure and using both exchange-traded securities and mutual funds as primary building blocks for client portfolios. Its advisory remit includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers when needed. Fee arrangements are flexible: the firm charges asset-based fees as well as hourly and fixed fees for certain engagements. While it does not position itself as an ESG-focused manager, it does deploy third-party managers where appropriate and supplements traditional equities with alternative strategies in real estate, commodities and REITs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices