Joshua Saul Levine

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

• 08/2013 → 03/2024
  Telemus Capital Llc
  Southfield, MI
• 03/2024 → Present
  Kovitz Investment Group Partners, Llc
  Southfield, MI
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-01-04 → 2026-03-20
  Northcoast Asset Management Llc
  Southfield, MI
• 2024-03-27 → 2024-12-31
  Northcoast Asset Management Llc
  Southfield, MI
• 2013-09-12 → 2024-03-21
  Telemus Capital, Llc
  Southfield, MI
• 2010-08-24 → 2013-09-12
  Telemus Investment Management, Llc
  Southfield, MI
• 2013-03-28 → 2013-09-12
  Telemus Wealth Advisors, Llc
  Southfield, MI

Other Businesses

1) The name of the other business: Weatherwood Partners LLC. Whether the business is investment-related: Yes. Address of the other business: 25230 E. Roycourt, Huntington Woods, MI 48070. Nature of the other business: Entity formed to invest in various other types of investment opportunities. Your position: Member of the LLC. Title or relationship with the other business: Member of the LLC. Start date of your relationship: February 19, 2020. Approximate number of hours/months you devote to the other business: 1 hour/month. Number of hours you devote to the other business during securities trading hours: 0 hours/month. Briefly describe your duties relating to the other business: I identity investment opportunities and initiate investment purchases/sales for the LLC. 2)The name of the other business: Temple Israel. Whether the business is investment-related: Yes. Address of the other business: 5725 Walnut Lake Road West Bloomfield, MI 48323. Nature of the other business: Religious organization. Your position: Member of the Investment Committee. Title or relationship with the other business: Member of the Investment Committee. Start date of your relationship: 07/01/2019. Approximate number of hours/months you devote to the other business: 1-5 hours/month. Number of hours you devote to the other business during securities trading hours: 0 hours/month. Briefly describe your duties relating to the other business: Oversee and monitor the investment professional responsible for investing assets in the Endowment fund for the Temple.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-21
• S63 Uniform Securities Agent State Law Examination
  2005-10-24

Designations

• Certified Financial Planner