Focused Wealth Management, Inc.
● SEC registered since 2010CRD 154828SEC# 801-71860Newburgh, NY
Reg. AUM
$2.27B
Employees
19
Accounts
5,733
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 $2.3 billion in regulatory assets under management and employs 19 people.
Focused Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Michael Brett | Senior Vice President | Under 5% | 2019 |
| Philip Joseph Deangelo Control | Managing Director | Over 75% | 2010 |
| Zachary Michael Manheim Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Focused Wealth Management, Inc. manage?
Focused Wealth Management, Inc. reports $2.3 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
| Address | 11 Balmville Rd., Suite 2 North, Newburgh, NY 12550-1911 |
| Phone | 845-691-4035 |
| Fax | 845-691-4037 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1586052 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.27B▲ 92%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$2.27Bregulatory AUM
Discretionary $1.94BNon-discretionary $325M