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Focus Partners Wealth, LLC CRD 159289
$182B regulatory AUM 1,500 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modera Wealth Management, Llc | Westwood | NJ | 01/2021 | 10/2025 |
| Independence Advisors, Llc | Wayne | PA | 07/2020 | 01/2021 |
| Tco Fly Fishing | State College | PA | 05/2018 | 06/2020 |
| Hope College | Holland | MI | 01/2018 | 05/2020 |
| Cnb Bank | Clearfield | PA | 06/2019 | 08/2019 |
| Ace Hardware | State College | PA | 05/2017 | 07/2017 |
| Stor-All | State College | PA | 05/2017 | 07/2017 |
| Centre Hills Country Club | State College | PA | 06/2015 | 09/2016 |
| Hope College | Holland | MI | 08/2017 | 05/2020 |
| Unemployed | State College | PA | 09/2016 | 05/2017 |
| Focus Partners Wealth, Llc | Boston | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-30 |
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