Chicago, IL N Michigan Ave Office

Team
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Focus Partners Wealth, LLC logo

Focus Partners Wealth, LLC

Enterprise

Firm-wide stats for Focus Partners Wealth, LLC

Total advisors

1,042

Across 256 offices

Clients per advisor

59 Typical

Avg AUM per client

$2,557,933 Very High

HNW client ratio

49% Very High

About

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

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning

Based on Focus Partners Wealth, LLC

Occupation focus

Dentist Founder/Business Owner Executive Retired

Based on Focus Partners Wealth, LLC

Demographic focus

Established Professionals Approaching retirement Values-based investing

Based on Focus Partners Wealth, LLC

Location

980 N Michigan Ave, Suite 1780

Chicago IL 60611

Advisors at this office

5

Advisors at this office

user avatar

Mark C

Series 63, Series 65

Chicago, IL

Focus Partners Wealth, LLC

Mark Carr is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 25 years of industry experience. His work history includes roles at The Colony Group, LLC, InterOcean Capital Group, LLC, InterOcean Capital, LLC, and Morgan Stanley DW Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Andrew D

CFA®

Chicago, IL

Focus Partners Wealth, LLC

Andrew D'Aprile is a CFA® charterholder with one year of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously was with InterOcean Capital and Deloitte Tax. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private funds and specialized portfolio management tools.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

John M

Series 65

Chicago, IL

Focus Partners Wealth, LLC

John Mc Cormick is a Series 65-licensed advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive suite of wealth management, financial planning, 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Delaney L

Series 65

Chicago, IL

Focus Partners Wealth, LLC

Delaney Langston is a financial advisor at Focus Partners Wealth, LLC based in Chicago, IL. She holds a Series 65 credential and has experience working at Northern Trust, Surgical Care Affiliates, the University of Georgia, and Spain Park High School. Langston has been with Focus Partners Wealth since 2026. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

David V

Series 63, Series 66

Chicago, IL

Focus Partners Wealth, LLC

David Venegas is a financial advisor at Focus Partners Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at The Colony Group, LLC, InterOcean Capital Group, Citigroup, Fifth Third Bank, Optionsxpress, Inc., and Charles Schwab. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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