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Nathan Sharan Mirji

Investment adviser representative at Focus Partners Wealth, LLC
13 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

13 years in the industry.

  1. Focus Partners Wealth, LLCSep 2024 to now
  2. HoylecohenAug 2022 to Sep 2024
  3. California State University NorthridgeAug 2020 to Jun 2022
  4. Michael White & AssociatesJan 2020 to Jun 2022
  5. UnemployedSep 2019 to Jan 2020
  6. Zenith InsuranceJun 2019 to Aug 2019
  7. Moorpark CollegeAug 2017 to Jun 2019
  8. Moorpark College Student WorkerAug 2017 to Jun 2019
  9. TargetJun 2017 to Jul 2017
  10. N/aAug 2013 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
8165203
Firm CRD
159289
Advisor's SEC record (opens in a new tab)
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