Lucien Elliot Heilbronner

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

• 06/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA
• 01/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA
• 09/2024 → 01/2025
  The Colony Group, Llc
  Boston, MA
• 10/2022 → 09/2024
  Hoylecohen, Llc
  San Diego, CA
• 08/2020 → 10/2022
  Brown Advisory
  Washington, DC
• 02/2020 → 08/2020
  Innovative Services And Solutions
  Baltimore, MD
• 08/2015 → 12/2019
  Towson University
  Towson, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-25