Minou Kristina Rhoades

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

• 11/2015 → 07/2018
  Vista Wealth Management, Llc
  Palo Alto, CA
• 08/2018 → Present
  Adero Partners, Llc
  Pleasanton, CA
• 05/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2018-08-14 → 2025-06-27
  Adero Partners, Llc
  Palo Alto, CA
  Frisco, TX
  Walnut Creek, CA
• 2016-04-14 → 2018-08-13
  Vista Wealth Management, Llc
  Palo Alto, CA

Other Businesses

Rental Property Not investment-related 290 Shady Shores Dr. Mabank TX 75156 Rental Property Landlord Owner May 2024 1% of time per month Manage Rental Property

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-14

Other Names

• Minou Kristina Ziari