Griffin Wallace Rea
Investment adviser representative at Focus Partners Wealth, LLC
22 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
Are you Griffin Wallace Rea? Claim your profile
Contact this firm
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
22 years in the industry.
- Focus Partners Wealth, LLCJun 2025 to now
- 49 Wealth Management, LLCJan 2023 to Jun 2025
- Purshe Kaplan Sterling InvestmentsApr 2021 to Jan 2024
- Thrivent Advisor Network d/b/a 49 FinancialNov 2020 to Dec 2022
- D.R. HortonMay 2020 to Aug 2020
- Sky Ranch CampsApr 2019 to Jun 2019
- Sky Ranch CampsApr 2018 to Aug 2018
- Ohio State UniversityAug 2017 to Apr 2021
- Timarron TigersharksMay 2017 to Jul 2017
- Southlake Carroll School DistrictAug 2004 to May 2017
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 (TX).
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
- 7364128
- Firm CRD
- 159289