FOCUSED WEALTH MANAGEMENT, INC.

Overview

Focused Wealth Management, Inc. is an independent registered investment adviser that positions itself as a capital allocator for individual, family and institutional clients. The firm combines financial planning with portfolio management and the selection of outside managers, favoring fee models tied to assets under management along with hourly and fixed-fee work for planning or consulting engagements. Its advisory menu includes portfolio management for individuals and small businesses, pension consulting and advising other advisers, which reflects a practice that blends discretionary portfolio oversight with outsourced manager relationships. Investment activity shows a clear tilt toward public funds and mutual funds as the core vehicle for client exposure, with ETFs forming the largest portion of their reportable public securities. That emphasis suggests a methodology built around liquid, low-cost building blocks for core equity and fixed income exposure, supplemented by direct equity holdings for more targeted positions. The firm reports allocating to third‑party alternative managers and uses annuities and corporate debt products as part of its broader investment toolkit, indicating a willingness to access less-correlated or income-focused sources of return when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices