Amy Michele Zamikovsky

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

• 10/2017 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 04/2015 → 09/2017
  Law Office Of Amy Glasscock, Pllc
  Houston, TX
• 11/2021 → 03/2024
  Zamikovsky Law, Pllc
  Houston, TX
• 02/2022 → 10/2022
  Oak Harvest Investment Services
  Houston, TX
• 04/2023 → 03/2024
  Woodson Wealth Management And Consulting Inc.
  Ramona, CA
• 03/2024 → Present
  Transform Wealth, Llc
  Houston, TX
• 04/2025 → Present
  Kovitz Investment Group Partners, Llc
  Houston, TX
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-04-01 → 2026-03-20
  Northcoast Asset Management Llc
  Houston, TX
  Houston, TX
• 2024-03-28 → 2025-04-03
  Transform Wealth, Llc
  Houston, TX
  Greenwood Village, CO
• 2023-04-04 → 2024-03-28
  Woodson Wealth Management
  Houston, TX
  Ramona, CA
• 2022-02-25 → 2022-09-14
  Oak Harvest Investment Services
  Houston, TX
• 2018-03-07 → 2021-12-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 2006-09-06 → 2014-11-17
  Regatta Research & Money Management L.L.C.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-03-06
• S65 Uniform Investment Adviser Law Examination
  2006-07-18

Designations

• Certified Financial Planner

Other Names

• Amy Michele Greco
• Amy Glasscock
• Amy Michele Zamikovsky
• Amy Michele Glasscock
• Amy Zamikovsky