$2.3B Total AUM
$1.9B Disc. AUM
25.3% 3Y CAGR
19 Employees
2,333 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Bridge frontier
- Established Date
- 11-05-2010
- Office Locations
- 1
Office Locations
11 Balmville Rd. Suite 2 North Newburgh NY
About Focused Wealth Management, Inc.
Focused Wealth Management, Inc. provides comprehensive wealth and asset management for families and businesses in Orange County, NY. The team combines financial planning with active portfolio construction using public funds, ETFs, and fixed income, and supports annuities and retirement-plan needs. Differentiators include its Good Citizenship Program and “2 Question Tuesday” education series. Custody includes Schwab and Fidelity.
Team overview
36 AVG AGE
$283.6M AVG AUM / ADVISOR
$972.5K AVG AUM / CLIENT
6.7 yrs AVG TENURE
19 Employees
8 Advisory Reps
8 RIA Reps
15yrs Firm Age
Insights
Unlock to see real insight on vital pathway vertex.
Unlock to see real insight on catalyst peak peak.
Premium access reveals conviction themes in ridge matrix pioneer.
Full visibility includes strategy notes for radial ridge radial.
Premium access reveals conviction themes in quantum value horizon.
Unlock to compare peer behavior around frontier capital.
Premium access reveals conviction themes in optima beacon glacier.
Upgrade to reveal position-level detail across foundation signal.
Asset Classes
Delta
Client Personas
Quantum
CRM
Catalyst pioneer
Custodian
Prime vertex Foundation momentum Value summit
Investment Themes
Zenith value Ember vital Peak radial
Investment Vehicles
Vertex oak Pathway oak
Platform
Signal
Services
Timber Eagle peak Signal Ember alpha Atlas pioneer Momentum timber Atlas
Technology
Bridge
Owner & Executives
PHILIP JOSEPH DEANGELO
Investment Advisor, MANAGING DIRECTOR
- CRD
- #4204841
- Ownership
- 75% or more
(223) 962-7369
optima.element@crestcapital.com
in linkedin.com/in/pioneer-matrix
J
JACOB MICHAEL BRETT
Investment Advisor, SENIOR VICE PRESIDENT
- CRD
- #5899373
- Ownership
- Less than 5%
(928) 770-4378
atlas.alpha@pathwaycapital.com
in linkedin.com/in/timber-alpha
O
Oak alpha
Crest focus
- CRD
- #84884
- Ownership
- 39.7%
(278) 898-1192
prime.horizon@quantumcapital.com
in linkedin.com/in/timber-prime
Showing 2 of 3 owners & executives
Unlock allContacts
J
JOHN LOUIS DEL BENE III
--
- CRD
- #7956135
(261) 332-4558
harbor.optima@catalystcapital.com
in linkedin.com/in/value-harbor
A
Anthony DiCapua
--
- CRD
- #6774954
(584) 648-2125
ember.radial@elementcapital.com
in linkedin.com/in/crest-pathway
E
Eagle harbor
Radial meridian
- CRD
- #10330
(367) 349-4060
peak.crest@atlascapital.com
in linkedin.com/in/ember-capital
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,943,837,693 | $339,476 |
| Non-Discretionary | $324,996,107 | $46,428,015 |
| Total | $2,268,833,800 | $395,750 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,268,833,800
Public Funds:
7.7% U.S. Government/Agency:
24.1% Equity - Exchange:
15.3% Cash:
7.3% Corporate - Investment Grade:
23.2% Municipal Bonds:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $470,017,214 | 7.7% |
| U.S. Government/Agency | $1,471,092,840 | 24.1% |
| Equity - Exchange | $933,930,309 | 15.3% |
| Cash | $445,600,736 | 7.3% |
| Corporate - Investment Grade | $1,416,155,763 | 23.2% |
| Municipal Bonds | $1,367,322,804 | 22.4% |
| Total | $6,104,119,666 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL CREST RIDGE | DELTA CAPITAL | PYUEY33TV | XLUY | 7.00% | $46,311,544 |
| EAGLE INSIGHT | FRONTIER MERIDIAN | 6Q6C6KW8G | YST | 7.94% | $73,789,871 |
| VERTEX PRIME BEACON | NORTH CAPITAL | JBJS5I4R2 | FTWE | 1.27% | $2,353,158 |
| ATLAS HORIZON | CATALYST TIMBER | E781J7YDM | BBOQ | 4.13% | $67,118,628 |
| CAPITAL LEGACY | OPTIMA RADIAL | 14BDB98DU | WJNGT | 4.81% | $108,906,206 |
| RIDGE FOUNDATION GLACIER | CAPITAL CATALYST | 63CS9Z74I | SHM | 8.38% | $22,339,000 |
| FOCUS SUMMIT TIMBER | ZENITH CREST | DSQAML2VQ | ALJB | 11.44% | $84,459,846 |
| HARBOR FOCUS PEAK | UNISON VITAL | B89V9CQU8 | NIL | 11.58% | $90,348,752 |