Marietta, GA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Applied Wealth Management
Supported
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
Marietta GA
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)