Andrew Thomas D'APrile

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

• 08/2016 → 05/2020
  Indiana University
  Bloomington, IN
• 01/2021 → 10/2022
  Deloitte Tax
  Chicago, IL
• 10/2022 → 01/2025
  Interocean Capital
  Chicago, IL
• 01/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA
• 05/2020 → 01/2021
  N/A
  N/A, XX

Designations

• Chartered Financial Analyst