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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-28 |
Branch Locations
Foster Plaza Ten, 680 Andersen Drive Suite 350, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swensons Drive Ins | Akron | OH | 10/2020 | 08/2023 |
| Marshalls | Pittsburgh | PA | 10/2017 | 11/2021 |
| Baird | Milwaukee | WI | 10/2023 | 06/2025 |
| Baird | Cleveland | OH | 05/2022 | 08/2022 |
| Unemployed | Pittsburgh | PA | 07/2023 | 10/2023 |
| Unemployed | Mcdonald | PA | 10/2013 | 10/2017 |
| Cafe Hollander | Mequon | WI | 07/2024 | 11/2024 |
| Hyatt | Pittsburgh | PA | 07/2025 | Present |
| Kovitz Investment Group, Llc | Pittsburgh | PA | 07/2025 | 01/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-04 |
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