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William Scott Abram

Focus Partners Wealth, LLC

Phoenix, AZ

CRD 6741281

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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
AZ RA APPROVED 2025-07-09
  • AZ RA
    APPROVED
    Since 2025-07-09

Branch Locations

Phoenix, AZ • 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
Charles Schwab & Co., Inc Phoenix AZ 12/2016 Present
Paradise Valley Community College Phoenix AZ 08/2016 10/2016
Bbva Compass Phoenix AZ 07/2014 12/2016
Charles Schwab Bank Phoenix AZ 07/2018 07/2024
Churchill Management Group Los Angeles CA 07/2024 Present
Focus Partners Wealth, Llc Boston MA 07/2025 Present
  • 12/2016 → Present
    Charles Schwab & Co., Inc
    Phoenix, AZ
  • 08/2016 → 10/2016
    Paradise Valley Community College
    Phoenix, AZ
  • 07/2014 → 12/2016
    Bbva Compass
    Phoenix, AZ
  • 07/2018 → 07/2024
    Charles Schwab Bank
    Phoenix, AZ
  • 07/2024 → Present
    Churchill Management Group
    Los Angeles, CA
  • 07/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2024-07-25 → 2025-09-23
    Churchill Management Group
    Phoenix, AZ
  • 2017-09-15 → 2024-08-06
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Phoenix, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-15
S63 Uniform Securities Agent State Law Examination 2017-05-08
  • S66 Uniform Combined State Law Examination
    2017-09-15
  • S63 Uniform Securities Agent State Law Examination
    2017-05-08
Designations
  • Certified Financial Planner
Other Names
  • Will Abram

View on SEC IAPD

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