Tyler Davidson Bartlett

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

• 03/2006 → 01/2019
  Merriman
  Seattle, WA
• 01/2019 → 03/2025
  Merriman Wealth Management, Llc
  Seattle, WA
• 02/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2013-01-15 → 2025-03-27
  Merriman
  Seattle, WA
  Haslet, TX
  Fort Worth, TX
• 2006-04-03 → 2013-01-15
  Merriman, Llc
  Seattle, WA
• 2004-02-24 → 2004-10-25
  Advisory Resource Group, Llc
  Bellevue, WA
• 2002-05-07 → 2004-08-06
  Hornor, Townsend & Kent, Llc
  Bellevue, WA

Other Businesses

1) Rental Property Non-investment related 3737 N Lighthouse Hill Ln, Fort Worth, TX 76179 Rental Property Landlord Start Date 03/28/2024 12 hours per month Less than 1 hrs during business hrs Renting out property to family 2) Leveraged Global Opp. Fund GP Yes 920 5th Avenue, Seattle WA 98104, Suite 2720 General Partner of Private Fund Management Committee Member of Private Fund 01/01/13 10 Private Fund is in wind-down phase. Current role is to manage the liquidation and distribution of the Private Fund

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-02-25
• S65 Uniform Investment Adviser Law Examination
  2001-08-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant