Focus Partners Wealth

Financial Services • 190 Carondelet Plaza, Suite 600, United States • 1001-2000 Employees

Company overview

Headquarters	190 Carondelet Plaza, Suite 600, Clayton, Missouri 63105, US
Website	focuspartners.com
NAICS	52
SIC	874
Keywords	Risk Management, Tax Planning, Family Office, Business Management, Wealth Management, Education Planning, Retirement Planning, Estate Planning, Investment Management, Institutional, Philanthropic Planning, Cash-Flow Planning, Corporate-Sponsored Financial Counseling, Life Enhancement Services
Founded	1986
Employees	1001-2000
Socials

Key Contacts at Focus Partners Wealth

Gregory Britton

Division Managing Director

Brad Levin

Managing Director / Senior Wealth Advisor

Greg Fink

National Managing Director

Don Rochleau

Director Of Client Development

Maggie Liu

Wealth Advisor, Asian Wealth Advisory Director

Neil Campbell

Managing Director

Jennifer Doconnor

Director, Advisory Leadership Team

Rob Bertman

Director Of Family Budget Services

Sean Quigley

Managing Director, Southeast

Jared Hoffman

Managing Director, Corporate Strategy

Focus Partners Wealth Email Formats

Focus Partners Wealth uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@focuspartners.com), used 47.6% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@focuspartners.com	47.6%
{first initial}.{last name}	j.doe@focuspartners.com	41%
{first initial}{last name}	jdoe@thecolonygroup.com	8.9%

About Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.

Focus Partners Wealth revenue & valuation

Annual revenue	$37,500,000
Revenue per employee	$31,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$120,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1001-2000

Seniority

Employees

Entry

Senior

Manager

Employees by Department

Focus Partners Wealth has 728 employees across 12 departments.

Departments

Number of employees

Funding Data

Focus Partners Wealth has never raised funding before.

Frequently asked questions

Focus Partners Wealth is located in 190 Carondelet Plaza, Suite 600, US.

Focus Partners Wealth was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.

Focus Partners Wealth has approximately 1001-2000 employees. The company continues to grow its workforce to support its business operations and expansion.