Noah Christopher Lazenby

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

• 09/2015 → 06/2019
  University Of California - Santa Cruz
  Santa Cruz, CA
• 08/2019 → 05/2021
  Visa
  Foster City, CA
• 05/2021 → 04/2023
  Silicon Valley Bank
  San Francisco, CA
• 05/2023 → 12/2023
  Xen, Inc
  San Francisco, CA
• 01/2024 → 02/2025
  J.P. Morgan
  San Francisco, CA
• 03/2025 → 04/2026
  Pacifichq Llc
  San Mateo, CA
• 05/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-09