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Focus Partners Wealth, LLC CRD 159289
$182B regulatory AUM 1,500 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-07 |
Branch Locations
10 South Wacker Drive Suite 2600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kovitz Securities, Llc | Chicago | IL | 09/2003 | 11/2020 |
| Kovitz Investment Group Partners, Llc | Chicago | IL | 01/2016 | Present |
| Foreside Financial Services, Llc | Chicago | IL | 12/2020 | 03/2021 |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-21 |
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