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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-12 |
Branch Locations
15333 North Pima Road Suite 200, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silverleaf Country Club | Scottsdale | AZ | 11/2019 | Present |
| Eternity Flooring | Phoenix | AZ | 10/2018 | 11/2019 |
| Office Solutions Northwest | Yakima | WA | 05/2017 | 08/2017 |
| Arizona State University | Tempe | AZ | 08/2015 | 12/2017 |
| Self Employed | Scottsdale | AZ | 12/2017 | 12/2024 |
| Kovitz Investment Group Partners, Llc | Scottsdale | AZ | 02/2025 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-21 |
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