Charlotte, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Focus Partners Wealth, LLC
Enterprise
Firm-wide stats for Focus Partners Wealth, LLC
Clients per advisor
59 TypicalAvg AUM per client
$2,557,933 Very HighHNW client ratio
49% Very HighAbout
Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients (including ERISA retirement plans) with a range of wealth management and advisory services. Its offerings include discretionary and non‑discretionary investment management, financial and tax planning, family office and business management services, employee benefit/retirement plan consulting, and access to private and registered pooled vehicles.
The firm’s investment approach emphasizes long‑term, tax- and fee-sensitive portfolio construction under an “enhanced open architecture” framework that blends active and passive strategies, third‑party separate account managers, and private funds. Portfolio teams use fundamental and quantitative analysis, stress-tested capital market assumptions, and tools such as trend‑following (TrendWise) and options overlay strategies (OIO/IIO); they also integrate “held‑away” accounts and legacy strategies inherited through multiple mergers.
Compared with many large advisory firms, Focus Partners discloses several atypical relationships: it offers or facilitates non‑advisory financial products and lending/cash-management solutions through third-party platforms (UPTIQ, Flourish) and an affiliated insurance intermediary (Focus Risk Solutions), and it manages or gives clients access to affiliated private funds and real‑estate-related vehicles (including investments tied to life‑science real estate and affiliated managers). The firm also continues to operate and market legacy strategies and registered vehicles from acquired advisers (for example, Kovitz and Churchill strategies and EQTY/VALAX), and its personnel include attorneys and other professionals who maintain separate legal or accounting practices, matters the firm discloses and routes through distinct engagement terms.
Based on Focus Partners Wealth, LLC
Expertise
Based on Focus Partners Wealth, LLC
Occupation focus
Based on Focus Partners Wealth, LLC
Demographic focus
Based on Focus Partners Wealth, LLC
Location
3545 Whitehall Park Drive, Suite 180
Charlotte NC 28273
Advisors at this office
3
Advisors at this office
David S
CFP®, Series 63
Charlotte, NC
Focus Partners Wealth, LLC
David Srulevitch is a CFP® with five years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Blair, Bohle & Whitsitt. He holds a Series 63 license and is based in Charlotte, NC. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.
Deanna S
Series 66
Charlotte, NC
Focus Partners Wealth, LLC
Deanna Strean is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Carolina Capital Consulting, Inc., among others. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.
Leslie O
CFP®, Series 66
Charlotte, NC
Focus Partners Wealth, LLC
Leslie Ortiz Quiroz is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Wealth Enhancement Group, Carroll Financial Associates, Vertex Capital Advisors, and Charanda of Fort Mill. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
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