Best Investors
Account
Sign in
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 | 2026-07-21 |
Branch Locations
1550 El Camino Real, Suite 100, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apple | Cupertino | CA | 06/2025 | 06/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 06/2026 | Present |
| Embarcadero Capital Partners | Redwood City | CA | 10/2021 | 06/2025 |
| Unemployed | Sunnyvale | CA | 05/2021 | 10/2021 |
| Opi Commercial Builders | San Jose | CA | 01/2021 | 05/2021 |
| Brett Construction | Mountain View | CA | 06/2018 | 12/2020 |
| University Of Michigan | Ann Arbor | MI | 08/2013 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-21 |
Reach out to this advisor