FOCUSED WEALTH MANAGEMENT

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served15+1 YoYRank #976 of mapped providers

Assets under administration$283M0.0%Market share · rank #5818

Fees received$581,938Median $16,190/planSum across Schedule C direct + indirect

Net wins YoY+12 won · 1 lostPlan-level switch detection

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