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FOCUS PARTNERS WEALTH, LLC
CRD 159289File 801-72862
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$181.86B
Top 10% of cohort (national)
Discretionary AUM
$148.24B
Non-discretionary $33.62B
Clients
62,466
220,585 accounts
Employees
1,915
Top 10% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 7, 2011
- Principal office
- 190 CARONDELET PLAZA, SUITE 600, ST. LOUIS, MO, 63105
- Phone
- (314) 725-0455
- Website
- https://focuspartners.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $181.86B
- Discretionary AUM
- $148.24B
- Non-discretionary AUM
- $33.62B
- Discretionary accounts
- 197,404
- Non-discretionary accounts
- 23,181
- Total accounts
- 220,585
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 456 | $3.23B |
| Insurance companies | 2 | $8.0M |
| Investment companies | 4 | $1.53B |
| Charitable organizations | 388 | $4.46B |
| Other investment advisers | 12 | $699.0M |
| High net worth individuals | 30,177 | $142.52B |
| Pooled investment vehicles | 25 | $2.97B |
| Pension and profit sharing plans | 535 | $9.31B |
| State or municipal government entities | 42 | $3.61B |
| Individuals (other than high net worth individuals) | 30,825 | $13.52B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 1,600 | 1,915 | increased by315 |
| Mar 1, 2026 | Clients | 34,999 | 62,466 | increased by27,467 |
| Mar 1, 2026 | AUM | $95,889,888,426 | $181,862,000,000 | increased by$85,972,111,574 |
| Mar 1, 2026 | Accounts | 124,141 | 220,585 | increased by96,444 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 1,385 | 1,600 | increased by215 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 320 | 1,385 | increased by1,065 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,522 | 34,999 | increased by30,477 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,638,723,308 | $95,889,888,426 | increased by$77,251,165,118 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 17,683 | 124,141 | increased by106,458 |
| Apr 1, 2022 | Employees | 250 | 320 | increased by70 |
| Apr 1, 2022 | Clients | 3,902 | 4,522 | increased by620 |
| Apr 1, 2022 | AUM | $13,054,044,702 | $18,638,723,308 | increased by$5,584,678,606 |
| Apr 1, 2022 | Accounts | 14,045 | 17,683 | increased by3,638 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FOCUS PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FOCUS PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.