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Inactive

Lyle Matthew Wolberg

Focus Partners Wealth, LLC

Southfield, MI

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-14
TX RA APPROVED 2026-01-14
  • MI RA
    APPROVED
    Since 2026-01-14
  • TX RA
    APPROVED
    Since 2026-01-14

Branch Locations

Two Towne Square Suite 800, Southfield, MI 48076 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Telemus Capital Llc Southfield MI 08/2013 Present
Kovitz Investment Group Partners, Llc Southfield MI 03/2024 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 08/2013 → Present
    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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-06-10
S63 Uniform Securities Agent State Law Examination 1993-05-28
  • S65 Uniform Investment Adviser Law Examination
    1993-06-10
  • S63 Uniform Securities Agent State Law Examination
    1993-05-28
Designations
Other Names
  • Lyle Wolberg

View on SEC IAPD

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