Zachary Westbrook Tart
Investment adviser representative at Focus Partners Wealth, LLC
10 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Focus Partners Wealth, LLCJan 2026 to now
- Kovitz Investment Group Partners, LLCSep 2019 to now
- Kovitz Securities, LLCSep 2019 to Nov 2020
- UnemployedApr 2019 to Sep 2019
- Wells Fargo Advisors Financial Network, LLCJul 2017 to Apr 2019
- HomemakerFeb 2017 to Jul 2017
- Sabal Trust CompanyJan 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6147908
- Firm CRD
- 159289