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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brigham Young University - Idaho | Rexberg | ID | 09/2022 | 04/2024 |
| Grade School | Gig Harbor | WA | 08/2014 | 08/2022 |
| Merriman Wealth Management, Llc | Seattle | WA | 07/2024 | 02/2025 |
| Unemployed | Port Orchard | WA | 04/2024 | 07/2024 |
| Lpl Financial, Llc | Rexberg | ID | 02/2024 | 04/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
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