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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 | 2024-10-01 |
| TX | RA | APPROVED_RES | 2024-09-07 |
Branch Locations
3535 Piedmont Road Ne Bldg. 14-500, Atlanta, GA 30305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gratus Capital Llc | Atlanta | GA | 10/2014 | 08/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-20 |
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