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Alina Sohng

Focus Partners Wealth, LLC

Walnut Creek, CA

St. Louis, MO

CRD 5696695

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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
CA RA APPROVED 2025-05-05
  • CA RA
    APPROVED
    Since 2025-05-05

Branch Locations

1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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
Griffin Black, Inc. Redwood City CA 03/2018 11/2019
Cassaday & Company Mclean VA 01/2013 02/2018
Adero Partners, Llc Palo Alto CA 11/2019 Present
Focus Partners Wealth, Llc Saint Louis MO 05/2025 Present
  • 03/2018 → 11/2019
    Griffin Black, Inc.
    Redwood City, CA
  • 01/2013 → 02/2018
    Cassaday & Company
    Mclean, VA
  • 11/2019 → Present
    Adero Partners, Llc
    Palo Alto, CA
  • 05/2025 → Present
    Focus Partners Wealth, Llc
    Saint Louis, MO
Previous Registrations
  • 2020-02-19 → 2025-06-27
    Adero Partners, Llc
    Palo Alto, CA
    San Jose, CA
    Walnut Creek, CA
  • 2018-04-24 → 2019-10-31
    Griffin Black, Llc
    Redwood City, CA
  • 2012-09-19 → 2013-01-04
    Wilson Bennett Capital Management Inc
    Mclean, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-03-18
  • S63 Uniform Securities Agent State Law Examination
    2010-03-18
Designations
  • Certified Financial Planner
Other Names
  • Alina Lee

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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