F
CRD: 136026
Focus Wealth Advisors LLC
Ocean City, NJ
6098235850
$17.4M Total AUM
$15.3M Disc. AUM
-- 3Y CAGR
2 Employees
98 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-10-2005
- Office Locations
- 2
Office Locations
-- Bluffton SC
-- Ocean City NJ
About Focus Wealth Advisors LLC
Focus Wealth Advisors LLC is a Ocean City-based RIA with 2 offices. The firm has been operating for 20 years. Managing $17.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
61 AVG AGE
$8.7M AVG AUM / ADVISOR
$177.8K AVG AUM / CLIENT
20.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Vertex element North vital
Client Personas
Ember alpha
Investment Themes
Summit Wave north Legacy
Investment Vehicles
Peak
Services
Vertex Oak alpha Unison Horizon peak Pioneer Pathway capital
Owner & Executives
R
RICHARD GUSTAVE BERTSCH
Owner
- CRD
- #1074878
- Ownership
- 75% or more
(849) 679-3917
radial.capital@insightcapital.com
in linkedin.com/in/delta-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOSEPH FRANCIS FOLIS JR
Wealth Advisor
- CRD
- #1297095
(987) 661-5573
glacier.pathway@legacycapital.com
in linkedin.com/in/capital-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,323,611 | -- |
| Non-Discretionary | $2,102,981 | -- |
| Total | $17,426,592 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,426,592
Equity - Exchange:
32.3% Public Funds:
23.5% Cash:
32.7% Other:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,822,477,385 | 32.3% |
| Public Funds | $1,325,951,038 | 23.5% |
| Cash | $1,845,046,764 | 32.7% |
| Other | $648,869,657 | 11.5% |
| Total | $5,642,344,844 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE CAPITAL | WAVE GLACIER | 49L6PVU7U | NUV | 7.48% | $81,858,089 |
| RIDGE VALUE | HORIZON WAVE | M6XYQ8Q40 | LMXH | 9.43% | $86,308,054 |
| FRONTIER ATLAS GLACIER | FUSION VITAL | 9PMY8UH6H | CODHT | 3.93% | $98,745,384 |
| FUSION DELTA | HORIZON VECTOR | LZLHM1INO | YBLU | 6.76% | $79,707,044 |
| HORIZON BRIDGE PEAK | OPTIMA SUMMIT | 3AOAGEWH1 | YBGPV | 12.19% | $30,679,290 |
| HORIZON GLACIER | VERTEX MERIDIAN | S5MLISJXD | NNXYZ | 5.94% | $15,382,301 |
| VALUE FOUNDATION | HORIZON TIMBER | 81GITZ3AT | WZQDE | 12.17% | $106,159,398 |
| MATRIX EAGLE | HORIZON OPTIMA | XCZLKRQVF | JPQYO | 11.33% | $15,477,076 |