firm profile
Applied Financial Wisdom
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
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Christopher Michael Ruspi Managing Member, Chief Compliance Officer CRD 1934561
Advisory reps 1 of 1
- Christopher M Ruspi Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1934561
Location
- Headquarters
- 529 Kansas City St Ste 203
Rapid City, SD 57701 - County
- Pennington
- Metro area
- Rapid City, SD
- Region
- Midwest
Registrations
- SEC registered
- Registered in 9 jurisdictions
- Website: appliedfinancialwisdom.com
Every state, with registration dates
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