Applied Wealth Management

Applied Wealth Management (CRD# 318732) is a financial advisory firm headquartered in Bakersfield, CA. They manage $40,000,000 in 227 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5701 Truxton Ave, Suite 220, Bakersfield, CA 93309
https://www.appliedwealthmgt.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $176,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA, NV

Financial Advisors at Applied Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Al Doss-Carter, financial advisor Bakersfield CA
Al J. Doss-Carter
CRD#: 5779064
5701 Truxton Ave, Suite 220, Bakersfield, CA 93309

Al Doss-Carter (CRD# 5779064) is an Investment Advisor Representative working at Applied Wealth Management in Bakersfield, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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