Thomas Arturo Munoz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 08/2018
  Axa Advisors, Llc
  Troy, MI
• 01/2018 → 02/2018
  Annual Giving Central Michigan University
  Mt. Pleasant, MI
• 05/2017 → 12/2017
  Focus Financial Group, Inc.
  Southfield, MI
• 08/2015 → 12/2018
  Central Michigan University
  Mt. Pleasant, MI
• 02/2019 → 12/2019
  Axa Advisors, Llc
  New York, NY
• 12/2019 → 02/2024
  Telemus Capital, Llc
  Southfield, MI
• 03/2024 → Present
  Kovitz Investment Group Partners, Llc
  Southfield, MI
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-01-04 → 2026-03-20
  Northcoast Asset Management Llc
  Southfield, MI
• 2024-03-01 → 2024-12-31
  Northcoast Asset Management Llc
  Southfield, MI
• 2020-01-07 → 2024-03-21
  Telemus Capital, Llc
  Southfield, MI
• 2019-08-19 → 2019-12-31
  Equitable Advisors, Llc
  Saginaw, MI
  Troy, MI
  Troy, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-08-17
• S63 Uniform Securities Agent State Law Examination
  2019-05-02