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Focused Wealth Management, Inc.

● SEC registered since 2010CRD 154828SEC# 801-71860Newburgh, NY
Export (members)
Reg. AUM
$1.89B
Employees
19
Accounts
5,215
Location
Newburgh, NY

Focused Wealth Management, Inc. assets under management

Focused Wealth Management, Inc. is an SEC-registered investment adviser based in Newburgh, NY. The firm has been registered since 2010. It reports $1.9 billion in regulatory assets under management and employs 19 people.
twitter.com/focusedwm_riaView on SEC.gov ↗

Focused Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Jacob Michael BrettSenior Vice PresidentUnder 5%2019
Philip Joseph Deangelo ControlManaging DirectorOver 75%2010
Zachary Michael Manheim ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Focused Wealth Management, Inc. manage?

Focused Wealth Management, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Focused Wealth Management, Inc. have?

Focused Wealth Management, Inc. reports 19 employees.

Where is Focused Wealth Management, Inc. located?

Focused Wealth Management, Inc. is based in Newburgh, NY and has been SEC-registered since 2010.

Does Focused Wealth Management, Inc. disclose fund performance?

Focused Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11 Balmville Rd., Suite 2 North, Newburgh, NY 12550-1911
Phone845-691-4035
Fax845-691-4037
Office hours8:00 a.m. To 4:30 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1586052
Discloses disciplinary historyYes

Assets under management

Discretionary$1.6B
Non-discretionary$290.1M
Total (RAUM)$1.89B