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Focus Partners Wealth, LLC CRD 159289
$182B regulatory AUM 1,500 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
3773 Richmond Ave Suite 525, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Houston | TX | 07/2022 | 09/2025 |
| Lambda Chi Alpha Educational Foundation | Carmel | IN | 01/2019 | 06/2022 |
| It's Time Texas | Austin | TX | 06/2018 | 12/2018 |
| University Of Texas | Austin | TX | 08/2017 | 05/2018 |
| University Of Texas | Austin | TX | 08/2016 | 05/2018 |
| Focus Partners Wealth, Llc | Boston | MA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-01 |
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