Data / Investment advisers / Missouri / Focus Partners Wealth, LLC
Focus Partners Wealth, LLC, St. Louis, MO: $182 billion AUM, SEC registered investment adviser
Focus Partners Wealth, LLC is an SEC registered investment adviser with its main office in St. Louis, Missouri and reports $182 billion in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 26 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 159289
- SEC file number
- 801-72862
- SEC status
- Approved, effective December 7, 2011
- Main office
- 190 Carondelet Plaza Suite 600, St. Louis, MO 63105
- Phone
- (314) 725-0455
- Regulatory AUM
- $181,862,000,000 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $148,238,000,000
- Non discretionary AUM
- $33,624,000,000
- Accounts
- 220,585
- Employees
- 1,915, of which 1,025 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees, other fees
- Private funds
- 26: 11 other private funds, 7 hedge funds, 6 private equity funds, 1 venture capital fund, 1 real estate fund
- Gross assets of private funds
- $2,973,771,645
- Other offices
- 112
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30,177 | $142.52 billion |
| Individuals (other than high net worth individuals) | 30,825 | $13.52 billion |
| Pension and profit sharing plans | 535 | $9.31 billion |
| Charitable organizations | 388 | $4.46 billion |
| State or municipal government entities | 42 | $3.61 billion |
| Corporations or other businesses | 456 | $3.23 billion |
| Pooled investment vehicles | 25 | $2.97 billion |
| Investment companies | 4 | $1.54 billion |
| Other investment advisers | 12 | $699 million |
| Insurance companies | 2 | $8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $181.86 billion | February 2, 2026 |
| December 1, 2025 | $95.89 billion | October 7, 2025 |
Other advisers in St. Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wells Fargo Advisors | St. Louis | $671.42 billion | Not listed | adviserinfo.sec.gov |
| Nisa Investment Advisors, LLC | St. Louis | $343.89 billion | 3 | adviserinfo.sec.gov |
| Wells Fargo Advisors | St. Louis | $252.25 billion | Not listed | adviserinfo.sec.gov |
| Olive Street Investment Advisers, LLC | St. Louis | $203.76 billion | Not listed | adviserinfo.sec.gov |
| Stifel, Nicolaus & Company, Incorporated | St Louis | $197.53 billion | 22 | adviserinfo.sec.gov |
| Moneta Group Investment Advisors, LLC | St. Louis | $50.54 billion | Not listed | adviserinfo.sec.gov |
| Ascension Investment Management | St. Louis | $42.41 billion | 2 | adviserinfo.sec.gov |
| Focus Advisor Solutions, LLC | St. Louis | $41.48 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Louis, MO
- Investment advisers in Missouri
- Advisers with Over $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Focus Partners Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.