Santa Monica, 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
Santa Monica CA
Advisors at this office
1
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