ADV disclosures

Focus Partners’ CRS text changed; 124 daily firm filing observations

On Nov. 12, 2026, Focus Partners Wealth, LLC had a client relationship summary text change among 124 daily firm filing observations. The date marks when documents were observed, not when they were submitted.

By Maya Chen·Edition ·1 min read

Focus Partners Wealth, LLC had a client relationship summary text change observed on Nov. 12, 2026. The latest text includes an Aug. 12, 2026 date; the prior text was dated March 31, 2025. The observation date is not a submission or processing date.

There were 124 daily firm filing observations on Nov. 12, 2026. The observed categories included 124 Part 1 observations, 53 Part 2 brochure observations and 31 client relationship summary observations. Categories overlap, and their observation does not by itself establish that a document’s substantive content changed.

D. E. Shaw & Co., L.P. had Part 1 and Part 2 brochure categories observed. Its brochure title was “D. E. Shaw & Co., L.P. Form ADV Part 2a Brochure”; the observation does not establish a substantive change to the brochure.

ADV filing observations

The appendix lists all 124 daily firm filing observations on 11/12/2026. An observation can include multiple document categories and does not by itself prove a substantive document change.

Showing rows 101–124 of 124. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
Syrios Wealth Management Group33213911/12/2026Part 1
Talon LLC29871411/12/2026Part 1; Part 2 brochure
The Athenaeum Management LLC34470711/12/2026Part 1
The Helix Financial Group14780311/12/2026Part 1; Part 2 brochure
The Variable Annuity Life Insurance Company10456111/12/2026Part 1
Thirteen TWENTY-TWO Advisors33932611/12/2026Part 1; Form CRS
Thrivent Investment Management Inc.1838711/12/2026Part 1
Total Assets Management, Inc.12905011/12/2026Part 1
Towers Watson Investment Services, Inc.11047311/12/2026Part 1; Part 2 brochure
Trail Ridge Investment Advisors, LLC28474111/12/2026Part 1; Form CRS
Trinity Strategic Wealth33795611/12/2026Part 1; Form CRS
Truadvisors17056411/12/2026Part 1
Tudor Advisors LLC29788511/12/2026Part 1
Tzero Capital Partners, LLC34066711/12/2026Part 1
Valcorra Capital34270611/12/2026Part 1; Part 2 brochure
Valor Wealth Management LLC28593611/12/2026Part 1
VECTOR7 Capital34147111/12/2026Part 1; Part 2 brochure
Vested Partners: a MULTI-FAMILY Office28186211/12/2026Part 1; Part 2 brochure
Vista Investment Partners32798311/12/2026Part 1
Weinberg Advisory Group13395411/12/2026Part 1; Part 2 brochure
Wells Fargo Investment Institute, Inc.13320411/12/2026Part 1; Part 2 brochure; Form CRS
White Oaks Investment Management, Inc.17001611/12/2026Part 1; Part 2 brochure
White Oaks Wealth Advisors, Inc.17352211/12/2026Part 1; Part 2 brochure; Form CRS
William D Hughes28427211/12/2026Part 1; Part 2 brochure

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