Focus Wealth Advisors LLC

Focus Wealth Advisors LLC (CRD# 136026) is a financial advisory firm headquartered in Ocean City, NJ. They manage $18,696,413 in 225 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Focus Wealth Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
Richard G. Bertsch
CRD#: 1074878
Ocean City, NJ

Richard Bertsch (CRD# 1074878) is an Investment Advisor Representative working at Focus Wealth Advisors LLC in Ocean City, NJ and has over 34 years of experience in the finance industry. Richard Bertsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Joseph F. Folis
CRD#: 1297095
Bluffton, SC

Joseph Folis (CRD# 1297095) is an Investment Advisor Representative working at Focus Wealth Advisors LLC in Bluffton, SC and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.