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Matteo Caccia

Focus Partners Wealth, LLC

Needham, MA

CRD 7872218

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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
MA RA APPROVED 2026-01-13
  • MA RA
    APPROVED
    Since 2026-01-13

Branch Locations

140 Kendrick Street Building B, 3Rd Floor, Needham, MA 02494 • 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
Buckingham Strategic Wealth St. Louis MO 06/2023 08/2023
Unemployed (Student) Boulder CO 08/2023 02/2024
Morgan Stanley Boulder CO 02/2024 08/2024
Unemployed (Student) Boulder CO 08/2024 07/2025
Ieq Capital San Fransisco CA 07/2025 10/2025
Unemployed Boulder CO 01/2016 06/2023
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 06/2023 → 08/2023
    Buckingham Strategic Wealth
    St. Louis, MO
  • 08/2023 → 02/2024
    Unemployed (Student)
    Boulder, CO
  • 02/2024 → 08/2024
    Morgan Stanley
    Boulder, CO
  • 08/2024 → 07/2025
    Unemployed (Student)
    Boulder, CO
  • 07/2025 → 10/2025
    Ieq Capital
    San Fransisco, CA
  • 01/2016 → 06/2023
    Unemployed
    Boulder, CO
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-15
  • S65 Uniform Investment Adviser Law Examination
    2025-05-15

View on SEC IAPD

Nearby Firms

ARMSTRONG ADVISORY GROUP INC.
OSAIC WEALTH, INC.
GOODMAN ADVISORY GROUP, LLC

Nearby Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON

Nearby Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA

More in Needham, MA

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