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Focus Partners Wealth, LLC CRD 159289
$182B regulatory AUM 1,500 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-08 |
Branch Locations
3535 Piedmont Road Ne Bldg. 14-500, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rutherford Consulting Group, Llc | Atlanta | GA | 01/2006 | Present |
| Gratus Capital Llc | Atlanta | GA | 10/2014 | 07/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 08/2024 | Present |
Rutherford Consulting Group, LLC is not investment related. 3644 Sope Creek Farm SE, Marietta, GA 30067. Manager of LLC providing tax services to individuals and corporate clients. Business began January 1, 2006. 12 hours per month devoted to this business, all of which occurs during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-03 |
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