Witta Payackapan

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 09/2017
  Morgan Stanley Smith Barney Llc
  Scottsdale, AZ
• 02/2016 → 09/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 09/2017 → 04/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 11/2017 → 04/2020
  Bank Of America, N.A.
  Scottsdale, AZ
• 04/2020 → 09/2022
  E*Trade Securities Llc
  Gilbert, AZ
• 04/2020 → 09/2022
  E*Trade Capital Management Llc
  Gilbert, AZ
• 09/2022 → Present
  Sonora Investment Management Group, Llc
  Tucson, AZ
• 10/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2022-09-28 → 2025-10-23
  Sonora Investment Management
  Tucson, AZ
  Scottsdale, AZ
• 2020-05-18 → 2022-09-15
  Harrisdirect Llc
  Arlington, VA
  Scottsdale, AZ
  Gilbert, AZ
• 2017-10-06 → 2020-04-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 2009-06-01 → 2017-09-18
  Morgan Stanley
  Purchase, NY
  New York, NY
  Scottsdale, AZ
• 2008-04-01 → 2009-06-01
  Citigroup Global Markets Inc.
  New York, NY
  Long Island City, NY
  New York, NY
• 2006-03-17 → 2008-04-09
  Clearbridge Investments, Llc
  New York, NY

Other Businesses

(A) 1. Witta and Maritza Payackapan 2. Investment Related: No 3. (Personal Address) 4. Apartment Rental 5. Owner 6. 05/01/2012 7. Hours devoted to business: 0 8. Hours devoted during Securities business: 0 9. Owner of property (B) 1. Pack Joint Development LLC 2. Investment Related: No 3. 12950 N 119th St., Scottsdale, AZ 85259 4. Management of Chiropractic Clinics 5. Passive Investor 6. 02/01/2018 7. Hours devoted to business: 1 8. Hours devoted during Securities business: 0 9. Passive investor and minority stakeholder (C) 1. Asian Corporate and Entrepreneur Leaders 2. Investment Related: No 3. P.O. Box 25527, Tampe, AZ 85285 4. Non-profit Organization 5. Committee Member 6. 04/04/2016 7. Hours devoted to business: 5 8. Hours devoted during Securities business: 0 9. Board of Director, member. Make decision to plan events and programs to help elevate the Asian community in Arizona. (D) 1. East Artisan LLC 2. Investment Related: No 3. (Personal Address) 4. Rental Property 5. Passive Investor 6. 09/01/2020 7. Hours devoted to business: 0 8. Hours devoted during Securities business: 0 9. Passive investor and minority stakeholder.

Exams

• S66 Uniform Combined State Law Examination
  2005-05-13

Other Names

• Wynn Payackapan