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FOCUS PARTNERS WEALTH, LLC
CRD 159289File 801-72862
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 30, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.