FOCUS WEALTH ADVISORS LLC

FOCUS WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 136026). Regulatory assets under management: $17.4M.

Registration

• CRD: 136026
• Type: Registered investment adviser
• Phone: 609-823-5850
• Latest filing: 2026-01-23
• Regulatory AUM: $17.4M
• Discretionary AUM: $15.3M
• Non-discretionary AUM: $2.1M
• Clients: 2
• Accounts: 147

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136026 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search