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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Churchill Management Group | Los Angeles | CA | 09/2023 | Present |
| Li Cha Tea | Northridge | CA | 10/2022 | 09/2023 |
| Vita Csun | Northridge | CA | 01/2023 | 05/2023 |
| Unemployed | N/A | CA | 06/2022 | 09/2022 |
| Nacelle Company | Los Angeles | CA | 01/2022 | 05/2022 |
| Chick-Fil-A | Encino | CA | 09/2020 | 01/2022 |
| Unemployed | N/A | CA | 02/2020 | 08/2020 |
| Csun Library | Northridge | CA | 01/2020 | 02/2020 |
| Sears | Northridge | CA | 09/2019 | 12/2019 |
| Student | Lake Balboa | CA | 08/2014 | 08/2019 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-24 |
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