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Matthew Walter Mcbride

Focus Partners Wealth, LLC

Omaha, NE

St. Louis, MO

CRD 4335627

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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:

Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-02-10
  • NE RA
    APPROVED
    Since 2025-02-10

Branch Locations

12829 W Dodge Rd #202, Omaha, NE 68154 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Homan Wealth Advisors, Llc Omaha NE 12/2011 01/2025
Focus Partners Wealth Omaha NE 01/2025 Present
  • 12/2011 → 01/2025
    Homan Wealth Advisors, Llc
    Omaha, NE
  • 01/2025 → Present
    Focus Partners Wealth
    Omaha, NE
Previous Registrations
  • 2013-02-20 → 2025-02-07
    Homan Wealth Advisors, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-18
  • S65 Uniform Investment Adviser Law Examination
    2013-02-18
Other Names
  • Matt Mcbride

View on SEC IAPD

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