firm profile
Focus Partners Wealth, LLC
Overview
Focus Partners Wealth, LLC is an SEC registered investment adviser based in Saint Louis, MO, registered since 2011. It reports $182B in assets under management across 220,585 accounts, with 1,915 employees. It has 1,036 investment adviser representatives.
- Reported AUM
- $182B
- Discretionary
- 82%
- Accounts
- 220,585
- Average account
- $824K
- Employees
- 1,915
- Advisory reps
- 1,036
- Registered since
- 2011
- Jurisdictions
- 51
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 8
- Adam Lawrence Birenbaum Chief Executive Officer CRD 4704552
- Dhruv Gupta Chief Financial Officer CRD 6509769
- Gina Kulig Bradley Chief Administrative Officer CRD 5485657
5 more executive officers, with direct contact details
Advisory reps 3 of 1,036
- William Baldwin Aaron Investment Adviser Rep CRD 7568849
- Jonathan Max Abner Investment Adviser Rep CRD 5460684
- William Scott Abram Insurance Agent · Investment Adviser Rep CRD 6741281
1,033 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 190 Carondelet Plz Ste 600
Saint Louis, MO 63105 - County
- Saint Louis
- Metro area
- St. Louis, MO-IL
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: familybudgetexpert.com
Every state, with registration dates
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