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Matthew Lang Sivright

Focus Partners Wealth, LLC

St. Louis, MO

Needham, MA

CRD 8258408

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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:

Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-22
  • MA RA
    APPROVED
    Since 2026-06-22

Branch Locations

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

140 Kendrick St, Building B, 3Rd Floor, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amazon Boston MA 06/2024 04/2026
Amazon Seattle WA 06/2020 06/2024
Focus Partners Wealth, Llc St. Louis MO 04/2026 Present
Mckinstry Seattle WA 11/2017 06/2020
U.S. Marine Corps Seattle WA 11/2012 11/2017
  • 06/2024 → 04/2026
    Amazon
    Boston, MA
  • 06/2020 → 06/2024
    Amazon
    Seattle, WA
  • 04/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 11/2017 → 06/2020
    Mckinstry
    Seattle, WA
  • 11/2012 → 11/2017
    U.S. Marine Corps
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-05
  • S65 Uniform Investment Adviser Law Examination
    2026-06-05

View on SEC IAPD

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