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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2025 | Present |
| Plante Moran (Fka Tonneson) | Buena Vista | VA | 07/2022 | 07/2025 |
| Swisher And Johnson | Lexington | VA | 09/2021 | 07/2022 |
| Skr+Co | Buena Vista | VA | 01/2021 | 07/2021 |
| Willis Johnson & Associates | Buena Vista | VA | 12/2022 | 06/2023 |
| N/A | N/A | CO | 08/2014 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-12 |
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