Waiyee Carmen Wong

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

• 06/2014 → 11/2020
  Confluence Wealth Management Llc
  Portland, OR
• 12/2020 → 06/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Saint Louis, MO

Previous Registrations

• 2020-12-23 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Portland, OR
• 2014-06-05 → 2020-12-23
  Confluence Wealth Management Llc
  Portland, OR

Other Businesses

the name of the other business - Portland Japanese Garden Foundation whether the business is investment-related - No the address of the other business - 611 SW Kingston Ave, Portland, OR 97205 the nature of the other business - This is a non-profit organization that was created to provide oversight of investment of the Japanese Garden's endowment and quasi-endowment your position - Vice Chair of the Board of Directors title, or relationship with the other business - Vice Chair of the Board of Directors the start date of your relationship - 08/2023 the approximate number of hours/month you devote to the other business - 3 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 - Attend Board meeting, supervise outside investment advisor's activities

Exams

• S66 Uniform Combined State Law Examination
  2010-11-15

Designations

• Certified Financial Planner

Other Names

• Waiyee Carmen Awong
• Carmen Blair
• Waiyee Wong