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Type	Result	AUM

Fred Fern
Firm	Focus Partners Wealth LLC
Address	73061 El Paseo, Suite 200 Palm Desert, CA 92260
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Focus Partners Wealth LLC
Chartwell Family ETF Fund LP	021-247346	Executive Officer		31.4 M	50.7 M
El Paseo Collection Fashion Plaza LLC	021-136607	Executive Officer		of 5.8 M
Chartwell Family Fund LP	021-57417	Executive Officer		90.0 M of 200.0 M
Chartwell Family Fund TFI LP	021-57370	Executive Officer		35.6 M of 200.0 M

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