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Justin Carl Dime

Investment adviser representative at Focus Partners Wealth, LLC
14 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$181.9BFirm assets

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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

14 years in the industry.

  1. Focus Partners Wealth, LLCJul 2025 to now
  2. Bordeaux Wealth AdvisorsDec 2024 to now
  3. Bordeaux Wealth AdvisorsMar 2022 to Nov 2024
  4. Bank of America, N.A.Jan 2020 to Mar 2022
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Mar 2022
  6. Overlake Internal Medicine AssociatesJan 2017 to Sep 2019
  7. Bellevue Bone and Joint PhysiciansMay 2014 to Jan 2017
  8. United States Army - WaarngMay 2012 to May 2020

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
7199194
Firm CRD
159289
Advisor's SEC record (opens in a new tab)
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