Wealth Manager
    SEC Registered
    Manages Private Funds

    Applied Financial Wisdom

    Registered investment advisor · Rapid City, South Dakota · CRD #164428

    Assets Under Management
    $130M
    Client Accounts
    322
    Employees
    1
    CRD Number
    164428
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Applied Financial Wisdom

    Applied Financial Wisdom is a SEC-registered investment advisory firm headquartered in Rapid City, South Dakota, managing approximately $130M in regulatory assets across 322 client accounts. The firm's full regulatory record is filed with the SEC under CRD #164428.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Applied Financial Wisdom

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    Frequently Asked Questions

    What is Applied Financial Wisdom's AUM?

    Applied Financial Wisdom reports approximately $130M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Applied Financial Wisdom headquartered?

    Applied Financial Wisdom is headquartered in Rapid City, South Dakota.

    What is Applied Financial Wisdom's CRD number?

    Applied Financial Wisdom's CRD number is 164428. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Applied Financial Wisdom manage?

    Applied Financial Wisdom manages approximately 322 client accounts according to its latest SEC filing.

    Is Applied Financial Wisdom SEC registered?

    Yes, Applied Financial Wisdom is registered with the SEC as an investment adviser with an approved registration status.

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