David Anthony Twibell

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

• 11/2024 → Present
  Transform Wealth, Llc
  Greenwood Village, CO
• 04/2025 → Present
  Kovitz Investment Group Partners, Llc
  Monument, CO
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO
• 02/2017 → 08/2017
  Steele Capital Management, Inc
  Dubuque, IA
• 02/2011 → 11/2024
  Custom Portfolio Group Llc
  Englewood, CO

Previous Registrations

• 2025-04-01 → 2026-03-20
  Northcoast Asset Management Llc
  Monument, CO
• 2024-11-01 → 2025-04-03
  Transform Wealth, Llc
  Greenwood Village, CO
• 2010-09-07 → 2024-11-14
  Custom Portfolio Group
  Englewood, CO
• 2017-02-16 → 2017-08-15
  Steele Capital Management, Inc.
  Denver, CO
  Dubuque, IA
• 2004-11-10 → 2005-01-21
  Flagship Capital Management, Llc
  Colorado Springs, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-07

Other Names

• David Anthony Twibell
• David A. Twibell