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Bryan Matthew Bach

Focus Partners Wealth, LLC

Matthews, NC

Nashville, TN

CRD 6505946

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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:

Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-11
AL RA APPROVED 2025-08-26
NC RA APPROVED 2025-08-26
VA RA APPROVED 2025-08-26
TN RA APPROVED 2025-07-22
NJ RA APPROVED 2025-07-09
PA RA APPROVED 2025-07-01
SC RA APPROVED 2025-07-01
  • GA RA
    APPROVED
    Since 2025-09-11
  • AL RA
    APPROVED
    Since 2025-08-26
  • NC RA
    APPROVED
    Since 2025-08-26
  • VA RA
    APPROVED
    Since 2025-08-26
  • TN RA
    APPROVED
    Since 2025-07-22
  • NJ RA
    APPROVED
    Since 2025-07-09
  • PA RA
    APPROVED
    Since 2025-07-01
  • SC RA
    APPROVED
    Since 2025-07-01

Branch Locations

Matthews, NC • United States

40 Burton Hills Boulevard Suite 200, Nashville, TN 37215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zacks Investment Management Inc Chicago IL 08/2014 06/2023
Churchill Management Group Los Angeles CA 09/2013 07/2025
Focus Partners Wealth, Llc Boston MA 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-10
  • S65 Uniform Investment Adviser Law Examination
    2015-06-10
Other Names
  • Bryan Bach

View on SEC IAPD

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