Adam Gregory Yofan

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

• 08/2005 → 12/2018
  Lpl Financial, Llc
  Pittsburgh, PA
• 08/2012 → 12/2018
  Alpern Wealth Management, Llc
  Pittsburgh, PA
• 01/2019 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2019 → Present
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2019-03-12 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Pittsburgh, PA
  St Louis, MO
  Pittsburgh, PA
• 2012-09-25 → 2019-02-19
  Alpern Wealth Management, Llc
  Pittsburgh, PA
• 2005-09-19 → 2013-03-27
  Lpl Financial Llc
  Pittsburgh, PA
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-18
• S63 Uniform Securities Agent State Law Examination
  2001-06-27

Other Names

• Adam Gregory Yofan