Christopher Matthew Boudreaux
Investment adviser representative at Focus Partners Wealth, LLC
23 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
Are you Christopher Matthew Boudreaux? 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
23 years in the industry.
- Focus Partners Wealth, LLCApr 2026 to now
- Sutter HealthDec 2024 to Apr 2026
- Adero PartnersAug 2022 to Nov 2024
- Sutter HealthAug 2003 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7802139
- Firm CRD
- 159289