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Anastasios Christos Manolis

Investment adviser representative at Focus Partners Wealth, LLC
11 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

11 years in the industry.

  1. Focus Partners Wealth, LLCJan 2026 to now
  2. Kovitz Investment Group Partners, LLCOct 2022 to now
  3. Northern Trust CorporationMay 2019 to Oct 2022
  4. Levy ResturantsMar 2017 to Jul 2018
  5. Illinois Institute of TechnologySep 2015 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

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
8189463
Firm CRD
159289
Advisor's SEC record (opens in a new tab)
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