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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
Branch Locations
5100 Town Center Circle Tower Two, Suite 150, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc | Fort Lauderdale | FL | 05/2021 | 09/2025 |
| The Park On Morton | Bloomington | IN | 09/2020 | 04/2021 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2021 |
| Scripps Ranch Swim And Racquet Club | San Diego | CA | 06/2017 | 08/2017 |
| Scripps Ranch Swim And Racquet Club | San Diego | CA | 06/2018 | 08/2018 |
| Focus Partners Wealth, Llc | St. Louis | MO | 09/2025 | Present |
| Scripps Ranch High School | San Diego | CA | 09/2013 | 06/2017 |
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