Kyle G Eichorn
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, LLCJan 2026 to now
- Kovitz Investment Group Partners, LLCNov 2024 to now
- Fort Pitt Capital Group LLCAug 2024 to Oct 2024
- The Huntington Investment CompanyMar 2023 to Aug 2024
- Citizens Securities, IncJun 2021 to Mar 2023
- Citizens Securities Inc.Dec 2019 to Dec 2020
- Citizens Bank, N.A.Nov 2019 to Mar 2023
- Wells Fargo Bank, N.A.May 2019 to Oct 2019
- Quicken Loans, Inc.Nov 2017 to Dec 2017
- Raw Kyle LLCApr 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7211093
- Firm CRD
- 159289