LP Profile

Focused Wealth Management

Also known as focused wealth

Wealth ManagerNewburgh, United StatesFounded 2010
$1.5B
Assets Under Management
Newburgh
Headquarters
Investment Focus

About Focused Wealth Management

Focused Wealth Management is a wealth manager based in Newburgh, US. Founded in 2010. Reported AUM: 1480 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Focused Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.3B
Total Clients
5,733
Filing Date
March 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Focused Wealth Management?

Focused Wealth Management is a wealth manager based in Newburgh, United States, managing approximately $1.5B in assets.

Where is Focused Wealth Management headquartered?

Focused Wealth Management is headquartered in Newburgh, United States.

How much does Focused Wealth Management manage?

Focused Wealth Management manages approximately $1.5B in assets under management.

When was Focused Wealth Management founded?

Focused Wealth Management was founded in 2010.

How can I contact Focused Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Focused Wealth Management are available on LPbacked. Create a free account to access them.