Thomas Carl Myers

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

• 05/2016 → 03/2017
  Brownson, Rehmus & Foxworth
  Menlo Park, CA
• 03/2017 → Present
  Bordeaux Wealth Advisors Llc
  Menlo Park, CA
• 07/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2017-04-14 → 2025-10-03
  Bordeaux Wealth Advisors
  Menlo Park, CA
  Kirkland, WA
• 2016-05-31 → 2017-04-05
  Brownson, Rehmus & Foxworth
  Menlo Park, CA
• 2004-09-07 → 2016-05-02
  Brownson, Rehmus & Foxworth, Inc.
  Menlo Park, CA
• 2003-06-13 → 2004-02-06
  Morgan Stanley Dw Inc.
  San Rafael, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-08-01
• S65 Uniform Investment Adviser Law Examination
  1996-10-04

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Thomas Myers