Nathan Maxwell Pawlak

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

• 10/2022 → 04/2025
  Wellspring Financial Partners
  Tucson, AZ
• 03/2022 → 08/2022
  Duffl
  Tucson, AZ
• 10/2021 → 02/2022
  Rnl Engage
  Tucson, AZ
• 09/2020 → 09/2021
  University Of Arizona
  Tucson, AZ
• 04/2020 → 07/2021
  Buythemojo
  Boulder, CO
• 08/2019 → 03/2020
  University Of Arizona
  Tucson, AZ
• 11/2016 → 04/2018
  City Of Boulder Parks & Recreation
  Boulder, CO
• 05/2018 → 07/2019
  Student
  Boulder, CO
• 04/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA
• 04/2015 → 11/2016
  Student
  Boulder, CO

Previous Registrations

• 2024-04-30 → 2025-05-21
  Wellspring Financial Partners
  Tucson, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-30