Wealth Manager
    SEC Registered
    Manages Private Funds

    Focus Partners Wealth, LLC

    Registered investment advisor · St. Louis, Missouri · CRD #159289

    Assets Under Management
    $181.9B
    Client Accounts
    220,585
    Employees
    1,915
    CRD Number
    159289
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Focus Partners Wealth, LLC

    Focus Financial Partners Inc. is a wealth management platform based in New York City. Founded in 2004, the company partners with independent, fiduciary wealth management firms and is publicly traded on the Nasdaq under the ticker symbol FOCS. The founders are Ruediger Adolf, Rajini Kodialam, and Leonard Chang. The company operates an interdependent network of wealth management and related financial services firms, emphasizing a client-first approach. Focus invests in Registered Investment Advis

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Focus Partners Wealth, LLC

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    Frequently Asked Questions

    What is Focus Partners Wealth, LLC's AUM?

    Focus Partners Wealth, LLC reports approximately $181.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Focus Partners Wealth, LLC headquartered?

    Focus Partners Wealth, LLC is headquartered in St. Louis, Missouri.

    What is Focus Partners Wealth, LLC's CRD number?

    Focus Partners Wealth, LLC's CRD number is 159289. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Focus Partners Wealth, LLC manage?

    Focus Partners Wealth, LLC manages approximately 220,585 client accounts according to its latest SEC filing.

    Is Focus Partners Wealth, LLC SEC registered?

    Yes, Focus Partners Wealth, LLC is registered with the SEC as an investment adviser with an approved registration status.

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