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Steven Brito

Focus Partners Wealth, LLC

Menlo Park, CA

CRD 8306513

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-21
  • CA RA
    APPROVED
    Since 2026-07-21

Branch Locations

1550 El Camino Real, Suite 100, Menlo Park, CA 94025 • 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
OrganizationCityStateFromTo
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
  • 06/2025 → 06/2026
    Apple
    Cupertino, CA
  • 06/2026 → Present
    St. Louis, MO
  • 10/2021 → 06/2025
    Embarcadero Capital Partners
    Redwood City, CA
  • 05/2021 → 10/2021
    Unemployed
    Sunnyvale, CA
  • 01/2021 → 05/2021
    Opi Commercial Builders
    San Jose, CA
  • 06/2018 → 12/2020
    Brett Construction
    Mountain View, CA
  • 08/2013 → 04/2018
    University Of Michigan
    Ann Arbor, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-21
  • S65 Uniform Investment Adviser Law Examination
    2026-07-21

View on SEC IAPD

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