Adam David Arthurs
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 2025 to now
- The Colony Group, LLCJul 2024 to Jan 2025
- Buckingham Strategic Wealth, LLCMay 2023 to Jul 2024
- T3 Trading Group, LLCMar 2023 to May 2023
- Granthor LLCAug 2022 to Apr 2023
- T3 Trading Group, LLCJun 2022 to Oct 2022
- Rocket MortgageJan 2022 to Jun 2022
- UnemployedOct 2021 to Jan 2022
- Polaris Wealth Advisory GroupJun 2021 to Oct 2021
- Avatar Securities, LLCAug 2020 to Jun 2021
- PepsicoJul 2019 to Aug 2020
- University of IowaAug 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7287363
- Firm CRD
- 159289