Steven Brito
Investment adviser representative at Focus Partners Wealth, LLC
13 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
Are you Steven Brito? 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
13 years in the industry.
- Focus Partners Wealth, LLCJun 2026 to now
- AppleJun 2025 to Jun 2026
- Embarcadero Capital PartnersOct 2021 to Jun 2025
- UnemployedMay 2021 to Oct 2021
- Opi Commercial BuildersJan 2021 to May 2021
- Brett ConstructionJun 2018 to Dec 2020
- University of MichiganAug 2013 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8306513
- Firm CRD
- 159289