Diana Cheung Ng

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

• 09/2014 → 06/2018
  Ucla
  Los Angeles, CA
• 08/2018 → 02/2019
  Poli Led & Signs
  Miami, FL
• 02/2019 → 07/2019
  Fudan University
  Shangai
• 07/2019 → 05/2021
  Georgetown University
  Washington, DC
• 01/2021 → 07/2023
  Ballentine Partners Llc
  Palm Beach Gardens, FL
• 10/2023 → Present
  Focus Partners Wealth, Llc
  Saint Louis, MO

Previous Registrations

• 2021-10-15 → 2023-07-26
  Ballentine Partners
  Palm Beach Gardens, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-11

Other Names

• Diana Cheung Ng