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Christopher Matthew Boudreaux

Focus Partners Wealth, LLC

Rancho Murieta, CA

CRD 7802139

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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 2026-04-15
  • CA RA
    APPROVED
    Since 2026-04-15

Branch Locations

Rancho Murieta, CA • 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
Adero Partners Pleasanton CA 08/2022 11/2024
Sutter Health Sacramento CA 08/2003 08/2022
Sutter Health Sacramento CA 12/2024 04/2026
Focus Partners Wealth, Llc Sacramento CA 04/2026 Present
  • 08/2022 → 11/2024
    Adero Partners
    Pleasanton, CA
  • 08/2003 → 08/2022
    Sutter Health
    Sacramento, CA
  • 12/2024 → 04/2026
    Sutter Health
    Sacramento, CA
  • 04/2026 → Present
    Focus Partners Wealth, Llc
    Sacramento, CA
Previous Registrations
  • 2023-08-24 → 2024-12-05
    Adero Partners, Llc
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-19
  • S65 Uniform Investment Adviser Law Examination
    2023-08-19

View on SEC IAPD

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