Ehidiame O Eichie

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

• 07/2021 → 08/2022
  Savant Wealth Management
  Rockford, IL
• 03/2021 → 05/2021
  Envision Wealth Planning
  Boulder, CO
• 08/2017 → 05/2021
  University Of Colorado
  Boulder, CO
• 08/2013 → 05/2017
  Rock Canyon High School
  Highlands Ranch, CO
• 08/2022 → 11/2023
  Mariner Wealth Advisors
  Oakbrook Terrace, IL
• 11/2023 → Present
  Kovitz Investment Group Partners Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2023-12-06 → 2026-03-20
  Northcoast Asset Management Llc
  Stamford, CT
• 2023-12-06 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2022-08-16 → 2023-11-17
  Mariner
  Oakbrook Terrace, IL
• 2022-02-08 → 2022-08-01
  Savant Wealth Management
  Rockford, IL
  Lincolnshire, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-29

Designations

• Certified Financial Planner

Other Names

• Ehi Eichie