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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-15 |
Branch Locations
3535 Piedmont Rd Ne, Building 14, Floor 5, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teachers College - Columbia University | New York | NY | 12/2010 | 05/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
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