Scott Matthew Perkins

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

• 02/2014 → Present
  Churchill Management Group
  Los Angeles, CA
• 07/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2014-02-28 → 2025-09-23
  Churchill Management Group
  North Tustin, CA
• 2013-11-14 → 2014-02-18
  Cetera Wealth Services, Llc
  Seal Beach, CA
• 2011-04-26 → 2013-08-19
  Ronald Blue & Co., Llc
  Santa Ana, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-01-14
• S65 Uniform Investment Adviser Law Examination
  2011-04-21

Designations

• Certified Financial Planner