Bakersfield, CA Office
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Applied Wealth Management
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Firm-wide stats for Applied Wealth Management
About
Applied Wealth Management serves individuals (including high‑net‑worth clients), business entities, charities, and retirement plans with comprehensive and ongoing financial planning, portfolio management, and retirement plan consulting. The firm also offers standalone estate‑planning support and financial consulting engagements tailored to specific client needs.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory implemented through custom model portfolios, and it leverages third‑party sub‑advisers and strategists when appropriate. Accounts are typically managed on a discretionary basis, with monthly monitoring and at least semi‑annual client reviews, and the firm retains authority to select and replace sub‑advisers to align strategies with client objectives.
As an uncommon operational feature for a team firm, Applied Wealth Management offers portfolio management exclusively through a wrap fee program rather than through separate transaction‑based arrangements. The four‑advisor firm manages roughly $46 million for about 82 clients, licenses the Wealth.com platform to support a hybrid digital-plus‑attorney estate‑planning workflow, and discloses that its owner operates as a licensed insurance agent whose commission‑based insurance sales pose a potential conflict of interest.
Based on Applied Wealth Management
Expertise
Based on Applied Wealth Management
Location
5500 Ming Ave, Suite 265
Bakersfield CA 93309
Advisors at this office
2
Advisors at this office
Dominik Y
Series 66
Bakersfield, CA
Applied Wealth Management
Dominik Yates is a financial advisor at Applied Wealth Management with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, Northwestern Mutual, and Wells Fargo. Applied Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans. The firm manages approximately $44 million across about 92 client relationships, offering financial planning, portfolio management, retirement plan consulting, and estate-planning services through a licensed technology platform.
Al D
Series 63, Series 65
Bakersfield, CA
Applied Wealth Management
Al Doss Carter is a financial advisor with Applied Wealth Management in Bakersfield, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, MML Investors Services LLC, and MassMutual Life Insurance Company. In addition to his advisory work, Carter is a licensed insurance agent. Applied Wealth Management serves individuals, business entities, charities, and retirement plans with comprehensive financial planning and portfolio management. The firm emphasizes asset allocation and modern portfolio theory through custom model portfolios and manages accounts primarily on a discretionary basis with regular client reviews.
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