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Tyson Karl Beem

Focus Partners Wealth, LLC

Walnut Creek, CA

CRD 7270512

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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
CA RA APPROVED_RES 2025-06-18
  • CA RA
    APPROVED_RES
    Since 2025-06-18

Branch Locations

1646 N California Blvd Suite 320, Walnut Creek, CA 94596 • 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
Gelfand, Rennert, & Feldman Los Angeles CA 03/1998 Present
Media Wealth Walnut Creek CA 05/2025 Present
Focus Partners Wealth, Llc Boston MA 05/2025 Present
  • 03/1998 → Present
    Gelfand, Rennert, & Feldman
    Los Angeles, CA
  • 05/2025 → Present
    Media Wealth
    Walnut Creek, CA
  • 05/2025 → Present
    Boston, MA
Previous Registrations
  • 2020-09-29 → 2025-06-27
    Media Wealth
    Los Angeles, CA
Other Businesses

Gelfand, Rennert, & Feldman Not Investment Related 1880 Century Park East, Suite 1600, LA, CA 90067 Business Management CEO 03/1998 Full Time Run the company and work as a business manager Gamma Investment Fund LLC. 1880 Century Park East #1600, Los Angeles, CA 90067 est. 2015, 50% owner, company holds rental property, passive investment. 2 hours/year reviewing and making investments. White Owl Investments LLC. 1880 Century Park East #1600, Los Angeles, CA 90067 est. 2015 100% owner, company holds various real estate and private equities, passive investment. 10 hours/ year, reviewing and making investments. GRF Ventures. 1880 Century Park East #1600, Los Angeles, CA 90067 est. 2017, Partner, holds passive ownership of FOCS stock. 1 hour/year, no duties.

View on SEC IAPD

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