Isabelle De andrade araujo
Investment adviser representative at Focus Partners Wealth, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$181.9BFirm assets
Are you Isabelle De andrade araujo? 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
15 years in the industry.
- Focus Partners Wealth, LLCJul 2025 to now
- Bordeaux Wealth AdvisorsJun 2024 to now
- Checkbook IncNov 2022 to Jun 2024
- UnemployedJul 2022 to Nov 2022
- Mvp VenturesJan 2022 to Jul 2022
- Stanford UniversityDec 2020 to Jan 2022
- Itau Unibanco SaJan 2011 to Dec 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7942210
- Firm CRD
- 159289