Focus Wealth Advisors LLC
RIAState Registered
Total AUM
$17.4M
Discretionary
$15.3M
88% of AUM
Avg account
$119K
Accounts
147
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 136026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.01%
- Individuals45.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Focus Wealth Advisors LLC is an independent, individually owned registered investment adviser that serves individuals and families with financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker, and its product mix and fees reflect that dual role: it charges percentage-of-AUM fees alongside hourly and fixed-fee engagements. Focus Wealth is not identified as an active ESG investor and is not flagged as a capital allocator or pension consultant in the available filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds19%
- Other4%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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