Bryce Walker Sowitch

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

• 03/2015 → 06/2024
  Ifam Capital
  Fort Collins, CO
• 04/2021 → 07/2024
  Ifam Capital
  Fort Collins, CO
• 07/2024 → Present
  Kovitz Investment Group Partners, Llc
  Fort Collins, CO
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-01-07 → 2026-03-20
  Northcoast Asset Management Llc
  Fort Collins, CO
• 2024-09-05 → 2024-12-31
  Northcoast Asset Management Llc
  Fort Collins, CO
• 2015-04-09 → 2024-07-03
  Ifam Capital
  Fort Collins, CO
• 2014-08-29 → 2015-03-24
  Ifm Capital Advisors, Llc
  Greenwood Village, CO
• 2011-07-01 → 2014-08-28
  Financial Telesis Inc
  San Rafael, CA
  Fort Collins, CO
• 2004-08-25 → 2007-11-26
  Citigroup Global Markets Inc.
  Fort Collins, CO
  Fort Collins, CO
• 2004-01-30 → 2004-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ft. Collins, CO

Exams

• S66 Uniform Combined State Law Examination
  2011-06-02