Adam Willis
Investment adviser representative at Focus Partners Wealth, LLC
11 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
11 years in the industry.
- Focus Partners Wealth, LLCMar 2024 to now
- The Colony Group, LLCMar 2024 to now
- Gw & Wade, LLCMay 2022 to Mar 2024
- Gw & Wade Asset Management Company, LLCMay 2022 to Dec 2023
- Trust Advisory Group, Ltd.May 2019 to May 2022
- Table Rock Infrastructure PartnersDec 2018 to Apr 2019
- US Senate ElectionAug 2018 to Nov 2018
- Umass AmherstSep 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7121548
- Firm CRD
- 159289