Zachary Westbrook Tart

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

• 07/2017 → 04/2019
  Wells Fargo Advisors Financial Network, Llc
  Aliso Viejo, CA
• 01/2016 → 02/2017
  Sabal Trust Company
  St. Petersburg, FL
• 02/2017 → 07/2017
  Homemaker
  Laguna Hills, CA
• 04/2019 → 09/2019
  Unemployed
  Laguna Hills, CA
• 09/2019 → 11/2020
  Kovitz Securities, Llc
  Chicago, IL
• 09/2019 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-08-11 → 2026-03-20
  Northcoast Asset Management Llc
  Raleigh, NC
  Dunn, NC
  Aliso Viejo, CA
• 2019-11-14 → 2024-12-31
  Northcoast Asset Management Llc
  Aliso Viejo, CA
  Stamford, CT
  Dunn, NC
• 2017-07-27 → 2019-04-18
  Wells Fargo Advisors Financial Network, Llc
  Aliso Viejo, CA
• 2014-01-27 → 2016-01-05
  Usaa Financial Planning Services
  Tampa, FL
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-10
• S63 Uniform Securities Agent State Law Examination
  2013-02-01