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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-01 |
| PA | RA | APPROVED | 2025-07-01 |
| WI | RA | APPROVED | 2025-07-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Schaumburg | IL | 08/2015 | 05/2017 |
| Charles Schwab Bank | Schaumburg | IL | 08/2015 | 05/2017 |
| Churchill Management Group | Los Angeles | CA | 06/2017 | Present |
| Focus Partners Wealth, Llc | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-04 |
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