Sponsor portfolio
FOCUS WEALTH PARTNERS
EIN 20-4155529financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.3M assets
Welfare
0
Participants
3
6345 BALBOA BLVD., SUITE 384 - ENCINO, CA 91316818-514-6584focuswealthpartners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FOCUS WEALTH PARTNERS 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 3 | 2025 |
Retirement plans