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| Focus Partners Wealth LLC
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|---|---|
| CRD # | 159289 |
| SEC # | 801-72862 |
| CIK # | 0001542153, 0001080628 |
| AUM | 181.9 B (2026-04-30) |
| Employees | 1,915 (54% Investors, 0% Brokers) |
| Phone | 314-725-0455 |
| Address | 190 Carondelet Plaza St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Thu, 02 Jul 2026 | Focus Partners Wealth Review 2026 — WSJ |
| Mon, 15 Jun 2026 | Focus Partners Wealth Acquires 1,253,967 Shares of AST SpaceMobile, Inc. $ASTS — MarketBeat |
| Mon, 01 Jun 2026 | Focus Partners Wealth To Acquire EverNest Financial Advisors — Pulse 2.0 |
| Tue, 28 Apr 2026 | RIA moves: Mariner Independent debuts $1.3B firm led by ex-Focus Partners Wealth trio — InvestmentNews |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 2.5 | |
| Nvidia Corp | 2.1 | |
| Microsoft Corp | 2.0 | |
| Amazon Com Inc | 1.6 | |
| Alphabet Inc | 1.4 | |
| Alphabet Inc | 1.2 | |
| Broadcom Inc | 1.0 | |
| J P Morgan Chase & Co | 0.9 | |
| Facebook Inc | 0.7 | |
| Visa Inc | 0.6 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30,825 | 13.5 |
| (b) Individuals (high net worth individuals) | 30,177 | 142.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 1.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 25 | 3.0 |
| (g) Pension and profit sharing plans | 535 | 9.3 |
| (h) Charitable organizations | 388 | 4.5 |
| (i) State or municipal government entities | 42 | 3.6 |
| (j) Other investment advisers | 12 | 0.7 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 456 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 220,585 | 181.9 |
| By Discretionary | ||
| Discretionary | 197,404 | 148.2 |
| Non-Discretionary | 23,181 | 33.6 |
| Total | 220,585 | 181.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 181.7 | |
| Total | 220,585 | 181.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brendan Lake | 138 | 19 | ||
| Matthew Brown | 193 | 13 | ||
| Michael Stanton | 365 | 10 | ||
| Capital Integration Systems LLC | 141 | 10 | ||
| Adam Stern | 116 | 10 | ||
| The Colony Group LLC | 15 | 6 | ||
| Focus Partners Wealth LLC | 13 | 6 | ||
| iCapital HF GP LLC | 126 | 5 | ||
| Mark Burton | 43 | 4 | ||
| Eric Oppenheim | 6 | 4 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001080628] | |
| 13F-HR | [0001542153] | |
| SC 13G | [0001542153] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.0B |
| Clients | 1,500 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 549300KSBRB2D8PZE641 |
| Comparable Firms | State | AUM |
|---|---|---|
|
SEI Investments Management Corp
✚
|
PA | 216.4 B |
|
Stifel Nicolaus & Company Incorporated
✚
|
MO | 197.5 B |
|
Goldman Sachs & Co LLC
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|
NY | 133.6 B |
|
Pathstone Family Office LLC
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|
NJ | 110.3 B |
|
Cresset Asset Management LLC
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|
IL | 78.9 B |
|
Wells Fargo Investment Institute Inc
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|
NC | 43.0 B |
|
Sequoia Financial Advisors LLC
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|
OH | 32.2 B |
|
Vivaldi Capital Management LP
✚
|
IL | 5.6 B |
|
Three Bell Capital LLC
✚
|
TX | 5.1 B |
|
Avidian Wealth Enterprises LLC
✚
|
TX | 4.8 B |