Darren Michael Norton

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

• 12/2000 → 03/2024
  G.W. & Wade, Llc
  Wellesley, MA
• 12/2000 → 12/2023
  G.W. & Wade Asset Management Company, Inc.
  Wellesley, MA
• 03/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2002-12-12 → 2024-03-21
  Gw & Wade, Llc
  Wellesley, MA

Other Businesses

the name of the other business; Deacetis Irrevocable Trust FBO Gina M.D. Powers, and Deacetis Irrevocable Trust FBO Olivia M. Powers whether the business is investment-related; Yes the address of the other business; N/A the nature of the other business; I have accepted a trustee position for a friend's trust accounts. This is not a paid position. I will not be directing trades or managing investments. There will be a discretionary asset management arrangement with an advisory at Merrill Lynch who will be directing trades. No accounts for these trusts have been established at this time. your position; trustee title, or relationship with the other business; trustee the start date of your relationship; 11/19/2025 the approximate number of hours/month you devote to the other business; 0-1 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Trustee of a trust for a friend and her daughter

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-10
• S66 Uniform Combined State Law Examination
  1999-01-11