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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-26 |
| IL | RA | APPROVED | 2026-01-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kovitz Securities, Llc | Chicago | IL | 04/2005 | 11/2020 |
| Kovitz Investment Group Partners, Llc | Chicago | IL | 01/2016 | Present |
| Foreside Financial Services, Llc | Chicago | IL | 02/2021 | 03/2021 |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
1) Barrington Area Community Foundation -Barrington, IL -2 hours/month, 0 trading -chairman of the investment committee -committee manages donated funds and solicits grant requests -start 1/2007
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-15 |
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