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FOCUSED WEALTH MANAGEMENT, INC.
CRD 154828 · SEC 801-71860
11 BALMVILLE RD., SUITE 2 NORTH, NEWBURGH, NY, 12550-1911, United States
Phone
845-691-4035
Fax
845-691-4037
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.27B
Discretionary AUM
$1.94B
Team
19 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1867 | $436.6M |
| High net worth individuals | 296 | $816.0M |
| Pension/profit sharing plans | 133 | $602.2M |
| Charitable organizations | 7 | $5.7M |
| State/municipal entities | 7 | $11.8M |
| Corporations/business entities | 23 | $396.5M |
States served
AZ, CA, CO, DE, DC, GA, MD, MA, MN, NE, NJ, NY, NC, OH, PA, SC, TN, VA, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/FOCUSEDWEALTHMANAGEMENT
- HTTP://WWW.FOCUSEDWEALTHMGMT.COM
- https://instagram.com/focusedwealthmgmt
- https://youtube.com/@focusedwealthmanagement8169
- https://vimeo.com/focusedwealthmgmt
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FOCUSED-WEALTH-MANAGEMENT-SECURITIES-AMERICA-INC./
- HTTPS://TWITTER.COM/FOCUSEDWM_RIA
Official SEC filing: View on IAPD