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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Kansas | Lawrence | KS | 08/2015 | 12/2018 |
| Deloitte & Touche Llp | Kansas City | MO | 01/2019 | 11/2019 |
| Deloitte Luxembourg | Luxembourg City | 02/2020 | 02/2021 | |
| Unemployed | Luxembourg City | 02/2021 | 08/2021 | |
| Chenxi Capital | Shanghai | 08/2021 | 08/2022 | |
| University Of Chicago | Chicago | IL | 08/2022 | 12/2025 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-11 |
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