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Carol Wright Cassoli

Focus Partners Wealth, LLC

Naples, FL

Dennis, MA

CRD 4954178

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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
FL RA APPROVED 2025-06-02
MA RA APPROVED 2024-03-06
  • FL RA
    APPROVED
    Since 2025-06-02
  • MA RA
    APPROVED
    Since 2024-03-06

Branch Locations

Naples, FL • United States

Dennis, MA • 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
G.W. & Wade, Inc. Wellesley MA 01/1997 03/2024
Gw & Wade Asset Management Company Wellesley MA 01/1997 12/2023
Focus Partners Wealth, Llc Boston MA 03/2024 Present
  • 01/1997 → 03/2024
    G.W. & Wade, Inc.
    Wellesley, MA
  • 01/1997 → 12/2023
    Gw & Wade Asset Management Company
    Wellesley, MA
  • 03/2024 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2018-10-23 → 2024-03-21
    Gw & Wade, Llc
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-23
  • S66 Uniform Combined State Law Examination
    2005-06-23

View on SEC IAPD

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