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Tanner Joseph Watson

Focus Partners Wealth, LLC

Calabasas, CA

CRD 7207783

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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 2025-03-14
  • CA RA
    APPROVED
    Since 2025-03-14

Branch Locations

4500 Park Granada Suite 204, Calabasas, CA 91302 • 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
Signature Estate & Investment Advisors Los Angeles CA 08/2020 05/2022
Nwf Advisory Encino CA 06/2018 08/2020
Bas Rutten's Elite Mma Gy, Westlake Village CA 07/2015 07/2017
Ucsb Santa Barbara CA 09/2017 06/2020
Royal Alliance Associates, Inc. Los Angeles CA 03/2021 05/2022
The Colony Group, Llc Boston MA 07/2023 Present
Scs Capital Management Los Angeles CA 05/2022 05/2023
  • 08/2020 → 05/2022
    Signature Estate & Investment Advisors
    Los Angeles, CA
  • 06/2018 → 08/2020
    Nwf Advisory
    Encino, CA
  • 07/2015 → 07/2017
    Bas Rutten's Elite Mma Gy,
    Westlake Village, CA
  • 09/2017 → 06/2020
    Ucsb
    Santa Barbara, CA
  • 03/2021 → 05/2022
    Royal Alliance Associates, Inc.
    Los Angeles, CA
  • 07/2023 → Present
    The Colony Group, Llc
    Boston, MA
  • 05/2022 → 05/2023
    Scs Capital Management
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14
Other Names
  • Tanner Watson

View on SEC IAPD

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