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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 01/2024 | 05/2026 |
| Integrity Staffing Solutions | Irving | TX | 02/2023 | 11/2023 |
| Saltgrass Steakhouse | Norman | OK | 12/2021 | 12/2022 |
| Blackbird Gastropub | Norman | OK | 10/2020 | 11/2021 |
| Clubcorp | Mckinney | TX | 05/2016 | 08/2018 |
| Cinemark | Mckinney | TX | 09/2018 | 09/2020 |
| University Of Oklahoma | Norman | OK | 06/2018 | 12/2022 |
| Focus Partners Wealth, Llc | St. Louis | MO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-20 |
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