RIA Intel›Advisers›Missouri›FOCUS PARTNERS WEALTH, LLC

FOCUS PARTNERS WEALTH, LLC

Advisory

N·ST. LOUIS, MO

Data as of Feb 2, 2026 · Source: SEC Form ADV

Total AUM

$181.9B

1-Year AUM Growth

+13.7%

3-Year CAGR

+17.3%

Employees

1,025

Assets Under Management

Total AUM$181.9B

Discretionary AUM$148.2B

Non-Discretionary AUM$33.6B

Discretionary %81.5%

Total Clients35,000

Team

Total Employees1,025

Investment Advisers1,915

Employee Growth (1Y)+156.1%

Filing History

Total Filings on Record81

First FilingOct 31, 2011

Latest FilingFeb 2, 2026

🔒 Full AUM trend chart and 81 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FOCUS PARTNERS WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.