|
⚲
|
| Keyboard |
| Focused Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 154828 |
| SEC # | 801-71860 |
| CIK # | 0001586052 |
| AUM | 2,268.8 M (2026-03-23) |
| Employees | 19 (42% Investors, 42% Brokers) |
| Phone | 845-691-4035 |
| Address | 11 Balmville Rd Newburgh, NY 12550-1911 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 29.3 | ||
| Nvidia Corp | 15.1 | ||
| Alphabet Inc | 14.0 | ||
| BlackRock Taxable Municipal Bond Trust | 13.1 | ||
| Amazon Com Inc | 11.7 | ||
| Tesla Motors Inc | 10.0 | ||
| Microsoft Corp | 7.7 | ||
| Facebook Inc | 7.2 | ||
| Blackstone Group LP | 6.4 | ||
| Citigroup Inc | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,867 | 0.4 |
| (b) Individuals (high net worth individuals) | 296 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 133 | 0.6 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 7 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 5,733 | 2.3 |
| By Discretionary | ||
| Discretionary | 5,726 | 1.9 |
| Non-Discretionary | 7 | 0.3 |
| Total | 5,733 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 5,733 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001586052] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sellwood Investment Partners LLC
✚
|
OR | 2,282.7 M |
|
Gamma Investing LLC
✚
|
2,282.1 M | |
|
Grant TANI Barash & Altman LLC
✚
|
CA | 2,280.5 M |
|
Moneco Advisors LLC
✚
|
CT | 2,279.9 M |
|
Gateway Wealth Partners LLC
✚
|
WI | 2,278.8 M |
|
Jderek Lewis & Associates Inc
✚
|
CA | 2,276.6 M |
|
YHB Investment Advisors Inc
✚
|
CT | 2,276.3 M |
|
Beaird Harris Wealth Management LLC
✚
|
TX | 2,272.3 M |
|
Emerald Investment Advisers LLC
✚
|
PA | 2,262.7 M |
|
Waterloo Capital LP
✚
|
TX | 2,261.1 M |