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Lucas Wyatt Kulma

Focus Partners Wealth, LLC

Santa Monica, CA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-03
  • CA RA
    APPROVED
    Since 2024-09-03

Branch Locations

2120 Colorado Avenue Suite 100, Santa Monica, CA 90404 • 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
Lourdmurray Beverly Hills CA 04/2015 11/2017
Kayne Anderson Rudnick Investment Management, Llc Los Angeles CA 12/2017 09/2019
Moneta Group Investment Advisors, Llc Clayton MO 09/2019 06/2023
Hoylecohen Santa Monica CA 06/2023 Present
The Colony Group, Llc Boston MA 09/2024 Present
Previous Registrations
Designations
Other Names
  • Luke Kulma

View on SEC IAPD

Other Firms

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COMPOSITION WEALTH, LLC
OCEAN AVENUE WEALTH MANAGEMENT
A.G.P. / ALLIANCE GLOBAL PARTNERS
MANTIS CAPITAL MANAGEMENT, LLC

Other Investors

ROBERT HENRY JONES
MARY CATHERINE KUSNIC
LAURA ELIZABETH LEMOINE
REBECCA KATHLEEN SHAW
KARA SUE BOCCELLA
DEVON GALINDO
Katherine L Thorsey
SUEHYUN KIM

Other Offices

VICTUS CAPITAL WEALTH · SANTA MONICA, CA
SERENUS WEALTH ADVISORS, LLC · SANTA MONICA, CA
WILSHIRE · SANTA MONICA, CA
DIMENSIONAL FUND ADVISORS LP · SANTA MONICA, CA
COMPOSITION WEALTH, LLC · SANTA MONICA, CA
OCEAN AVENUE WEALTH MANAGEMENT · SANTA MONICA, CA
A.G.P. / ALLIANCE GLOBAL PARTNERS · SANTA MONICA, CA
MANTIS CAPITAL MANAGEMENT, LLC · SANTA MONICA, CA

More in Santa Monica, CA

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