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Matthew Ryan Mulhearn

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.

  1. Focus Partners Wealth, LLCMar 2026 to now
  2. Focus Partners Advisor SolutionsJan 2025 to Mar 2026
  3. Buckingham Strategic PartnersFeb 2024 to Jan 2025
  4. Lake Erie CrushersMay 2022 to Sep 2024
  5. Premier PitchingOct 2021 to Apr 2022
  6. Gateway GrizzliesMay 2021 to May 2022
  7. Webster UniversityAug 2016 to May 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (MO).

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
8150373
Firm CRD
159289
Advisor's SEC record (opens in a new tab)
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