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FOCUS PARTNERS WEALTH, LLC

ST. LOUIS, MO · CRD 159289 · IAPD ↗ · (314) 725-0455

$181.86BRegulatory AUM
1025Advisory reps
1915Employees
1500Clients
More than 500Planning clients
26Private funds
51States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — FOCUS PARTNERS WEALTH, LLC's Item 11 disclosure-reporting entries rose by 2 (2 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
March 2026 — FOCUS PARTNERS WEALTH, LLC shrank from 1090 to 1025 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
March 2026 — FOCUS PARTNERS WEALTH, LLC added office(s): 87 -> 112 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
March 2026 — FOCUS PARTNERS WEALTH, LLC reported RAUM up 90% ($95.89B -> $181.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
December 2025 — FOCUS PARTNERS WEALTH, LLC grew from 1050 to 1090 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
August 2025 — FOCUS PARTNERS WEALTH, LLC grew from 980 to 1050 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
July 2025 — FOCUS PARTNERS WEALTH, LLC moved its main office from BOSTON, MA to ST. LOUIS, MO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
July 2025 — FOCUS PARTNERS WEALTH, LLC grew from 945 to 980 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — FOCUS PARTNERS WEALTH, LLC reported RAUM up 347% ($21.47B -> $95.89B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — FOCUS PARTNERS WEALTH, LLC grew from 765 to 945 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2025 — FOCUS PARTNERS WEALTH, LLC grew from 730 to 765 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
February 2025 — THE COLONY GROUP, LLC is now doing business as FOCUS PARTNERS WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
December 2024 — THE COLONY GROUP, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
85
December 2024 — THE COLONY GROUP, LLC grew from 688 to 730 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — THE COLONY GROUP, LLC added office(s): 92 -> 96 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
October 2024 — THE COLONY GROUP, LLC grew from 660 to 688 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
September 2024 — THE COLONY GROUP, LLC added office(s): 34 -> 92 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
September 2024 — THE COLONY GROUP, LLC grew from 630 to 660 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
August 2024 — THE COLONY GROUP, LLC grew from 315 to 630 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
July 2024 — THE COLONY GROUP, LLC added office(s): 29 -> 34 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
July 2024 — THE COLONY GROUP, LLC grew from 285 to 315 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
May 2024 — THE COLONY GROUP, LLC added office(s): 25 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
May 2024 — THE COLONY GROUP, LLC grew from 255 to 285 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — THE COLONY GROUP, LLC added office(s): 20 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — THE COLONY GROUP, LLC reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — THE COLONY GROUP, LLC grew from 215 to 255 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.