Overview
Assets Under Management: $274 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 40
Average Client Assets: $6 million
Frequently Asked Questions
FOCUS WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165425), FOCUS WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
FOCUS WEALTH ADVISORS, LLC is headquartered in HOUSTON, TX.
FOCUS WEALTH ADVISORS, LLC serves 40 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, FOCUS WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FOCUS WEALTH ADVISORS, LLC manages $274 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, FOCUS WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.70
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 355
Discretionary Accounts: 352
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 165425
Last Filing Date: 2025-02-26 00:00:00
Website: https://focus-wa.com