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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-02 |
| CA | RA | APPROVED | 2024-07-01 |
Branch Locations
3550 Round Barn Blvd Suite 212, Santa Rosa, CA 95403 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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 |
|---|---|---|---|---|
| Buckingham Strategic Wealth, Llc | Santa Rosa | CA | 10/2010 | Present |
| Bam Management, Llc | Clayton | MO | 01/2012 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-19 |
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