Applied Financial Wisdom is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rapid City, SD. Its latest Form ADV filing, dated March 9, 2026, reports $130M in regulatory assets under management, 1 employee, and 322 accounts.
Assets Under Management
$130M
Employees
1
Offices
--
Total Clients
152
Primary office
RAPID CITY, SD
529 KANSAS CITY ST., SUITE 203, RAPID CITY, SD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.7% of total clients.
Top client categories% of clientsClients
1
Individuals
98.7%
150
2
HNWI
0.7%
1
3
Corporations
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of March 9, 2026
Discretionary69.3%
$90M
69% of total RAUM69.3%
Non-discretionary30.7%
$40M
31% of total RAUM30.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$130M
Total Accounts322
10Y AUM Change+$102M (+367.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee152:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.