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APPLIED FINANCIAL WISDOM

RAPID CITY, SD · CRD 164428 · IAPD ↗ · 301-570-8006

$130.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2026 — APPLIED FINANCIAL WISDOM (RAPID CITY, SD) is newly SEC-registered with $130.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.