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Matthew David Efland

Focus Partners Wealth, LLC

Richmond, VA

CRD 8310318

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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
VA RA APPROVED 2026-07-07
  • VA RA
    APPROVED
    Since 2026-07-07

Branch Locations

7100 Forest Ave Suite 301, Richmond, VA 23226 • 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
Focus Partners Wealth, Llc St. Louis MO 06/2026 Present
Wade Trim N/A VA 11/2022 06/2026
Columbia Gas Of Virginia Chester VA 03/2020 11/2022
Henkles And Mccoy Richmond VA 08/2018 03/2020
Buffalo Wild Wings Richmond VA 08/2008 08/2018
  • 06/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 11/2022 → 06/2026
    Wade Trim
    N/A, VA
  • 03/2020 → 11/2022
    Columbia Gas Of Virginia
    Chester, VA
  • 08/2018 → 03/2020
    Henkles And Mccoy
    Richmond, VA
  • 08/2008 → 08/2018
    Buffalo Wild Wings
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-08
  • S65 Uniform Investment Adviser Law Examination
    2026-04-08

View on SEC IAPD

Nearby Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC

Nearby Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO

Nearby Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA

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