Inactive

Khaleid Dave Castelle

Focus Partners Wealth, LLC

CRD 5849910

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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

Authority	Category	Status	Date
GA	RA	APPROVED	2025-11-07

GA RA
APPROVED

Since 2025-11-07

Branch Locations

3535 Piedmont Rd Ne Building 14, 5Th Floor, Atlanta, GA 30305 • 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

Organization	City	State	From	To
Norfolk Southern Company	Atlanta	GA	10/2020	04/2025
Fiduciary Trust International	Miami	FL	02/2011	10/2020
Focus Partners Wealth, Llc	Boston	MA	10/2025	Present
N/A	N/A	XX	05/2025	10/2025

10/2020 → 04/2025

Norfolk Southern Company

Atlanta, GA
02/2011 → 10/2020

Fiduciary Trust International

Miami, FL
10/2025 → Present

Focus Partners Wealth, Llc

Boston, MA
05/2025 → 10/2025

N/A

N/A, XX

Designations

Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC

BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

HB WEALTH · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

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