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firm profile

Applied Financial Wisdom

RIA Rapid City, SD CRD 164428 Last verified October 2026

Overview

Applied Financial Wisdom is an SEC registered investment adviser based in Rapid City, SD, registered since 2017. It reports $13M in assets under management across 322 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM
$13M
Discretionary
69%
Accounts
322
Average account
$405K
Employees
1
Advisory reps
1
Registered since
2017
Jurisdictions
9

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

Advisory reps 1 of 1

Location

Headquarters
529 Kansas City St Ste 203
Rapid City, SD 57701
County
Pennington
Metro area
Rapid City, SD
Region
Midwest

Registrations

Every state, with registration dates

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