FOCUSED WEALTH MANAGEMENT, INC.
CRD #154828 SEC #801-71860 NEWBURGH, NY 845-691-4035
SEC Registered
Total AUM
$1.9B
Discretionary
$1.6B
Employees
19
Clients
1
Accounts
5,215
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.9B | $1.6B | $290.1M | 19 | 2 |
| Jul 2025 | $1.9B | $1.6B | $290.1M | 19 | 2 |
| Jun 2025 | $1.9B | $1.6B | $290.1M | 19 | 2 |
| Apr 2025 | $1.9B | $1.6B | $290.1M | 19 | 2 |
| Apr 2025 | $1.9B | $1.6B | $290.1M | 19 | 2 |
| Mar 2025 | $1.9B | $1.6B | $290.1M | 19 | 2 |
| Jan 2025 | $1.2B | $1.2B | $0 | 19 | 2 |
| Oct 2024 | $1.2B | $1.2B | $0 | 18 | 2 |
| Aug 2024 | $1.2B | $1.2B | $0 | 18 | 2 |
| Mar 2024 | $1.2B | $1.2B | $0 | 18 | 2 |
| Sep 2023 | $949.3M | $949.3M | $0 | 18 | 2 |
| Sep 2023 | $949.3M | $949.3M | $0 | 18 | 2 |
| Sep 2023 | $949.3M | $949.3M | $0 | 18 | 2 |
| Mar 2023 | $949.3M | $949.3M | $0 | 18 | 2 |
| Dec 2022 | $1.1B | $1.1B | $0 | 14 | 2 |
| Oct 2022 | $1.1B | $1.1B | $0 | 14 | 2 |
| Mar 2022 | $1.1B | $1.1B | $0 | 14 | 2 |
| Mar 2021 | $912.1M | $912.1M | $0 | 16 | 1 |
| Nov 2020 | $880.6M | $880.6M | $0 | 13 | 1 |
| Jun 2020 | $880.6M | $880.6M | $0 | 13 | 1 |
| May 2020 | $880.6M | $880.6M | $0 | 13 | 1 |
| May 2020 | $880.6M | $880.6M | $0 | 13 | 1 |
| Apr 2020 | $880.6M | $880.6M | $0 | 13 | 1 |
| Mar 2020 | $880.6M | $880.6M | $0 | 13 | 1 |
| Sep 2019 | $826.8M | $826.8M | $0 | 13 | 0 |
| Mar 2019 | $826.8M | $826.8M | $0 | 14 | 0 |
| Sep 2018 | $685.5M | $685.5M | $0 | 12 | 0 |
| Aug 2018 | $685.5M | $685.5M | $0 | 12 | 0 |
| Jun 2018 | $685.5M | $685.5M | $0 | 12 | 0 |
| Mar 2018 | $685.5M | $685.5M | $0 | 12 | 0 |
| May 2017 | $518.8M | $508.8M | $10M | 10 | 1,500 |
| Apr 2017 | $518.8M | $508.8M | $10M | 10 | 1,500 |
| Mar 2017 | $518.8M | $508.8M | $10M | 10 | 1,500 |
| Mar 2016 | $441.7M | $432.6M | $9M | 11 | 1,400 |
| May 2015 | $405.7M | $393.1M | $12.5M | 9 | 1,200 |
| Mar 2015 | $405.7M | $393.1M | $12.5M | 9 | 1,200 |
| Mar 2014 | $364.2M | $334.6M | $29.6M | 9 | 1,100 |
| Nov 2013 | $266.1M | $245M | $21.1M | 10 | 1,100 |
| Mar 2013 | $266.1M | $245M | $21.1M | 10 | 1,100 |
| Nov 2012 | $216.1M | $183.2M | $32.9M | 9 | 800 |
| Mar 2012 | $216.1M | $183.2M | $32.9M | 6 | 800 |
| Apr 2011 | $182M | $160M | $21.9M | 10 | -- |
| Mar 2011 | $182M | $160M | $21.9M | 10 | -- |
| Sep 2010 | $0 | $0 | $0 | 10 | -- |
DateNov 2025
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$290.1M
Employees19
Clients2
DateJul 2025
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$290.1M
Employees19
Clients2
DateJun 2025
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$290.1M
Employees19
Clients2
DateApr 2025
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$290.1M
Employees19
Clients2
DateApr 2025
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$290.1M
Employees19
Clients2
DateMar 2025
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$290.1M
Employees19
Clients2
DateJan 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients2
DateOct 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients2
DateAug 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients2
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients2
DateSep 2023
Total AUM$949.3M
Discretionary$949.3M
Non-Disc.$0
Employees18
Clients2
DateSep 2023
Total AUM$949.3M
Discretionary$949.3M
Non-Disc.$0
Employees18
Clients2
DateSep 2023
Total AUM$949.3M
Discretionary$949.3M
Non-Disc.$0
Employees18
Clients2
DateMar 2023
Total AUM$949.3M
Discretionary$949.3M
Non-Disc.$0
Employees18
Clients2
DateDec 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients2
DateOct 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients2
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients2
DateMar 2021
Total AUM$912.1M
Discretionary$912.1M
Non-Disc.$0
Employees16
Clients1
DateNov 2020
Total AUM$880.6M
Discretionary$880.6M
Non-Disc.$0
Employees13
Clients1
DateJun 2020
Total AUM$880.6M
Discretionary$880.6M
Non-Disc.$0
Employees13
Clients1
DateMay 2020
Total AUM$880.6M
Discretionary$880.6M
Non-Disc.$0
Employees13
Clients1
DateMay 2020
Total AUM$880.6M
Discretionary$880.6M
Non-Disc.$0
Employees13
Clients1
DateApr 2020
Total AUM$880.6M
Discretionary$880.6M
Non-Disc.$0
Employees13
Clients1
DateMar 2020
Total AUM$880.6M
Discretionary$880.6M
Non-Disc.$0
Employees13
Clients1
DateSep 2019
Total AUM$826.8M
Discretionary$826.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$826.8M
Discretionary$826.8M
Non-Disc.$0
Employees14
Clients0
DateSep 2018
Total AUM$685.5M
Discretionary$685.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2018
Total AUM$685.5M
Discretionary$685.5M
Non-Disc.$0
Employees12
Clients0
DateJun 2018
Total AUM$685.5M
Discretionary$685.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$685.5M
Discretionary$685.5M
Non-Disc.$0
Employees12
Clients0
DateMay 2017
Total AUM$518.8M
Discretionary$508.8M
Non-Disc.$10M
Employees10
Clients1,500
DateApr 2017
Total AUM$518.8M
Discretionary$508.8M
Non-Disc.$10M
Employees10
Clients1,500
DateMar 2017
Total AUM$518.8M
Discretionary$508.8M
Non-Disc.$10M
Employees10
Clients1,500
DateMar 2016
Total AUM$441.7M
Discretionary$432.6M
Non-Disc.$9M
Employees11
Clients1,400
DateMay 2015
Total AUM$405.7M
Discretionary$393.1M
Non-Disc.$12.5M
Employees9
Clients1,200
DateMar 2015
Total AUM$405.7M
Discretionary$393.1M
Non-Disc.$12.5M
Employees9
Clients1,200
DateMar 2014
Total AUM$364.2M
Discretionary$334.6M
Non-Disc.$29.6M
Employees9
Clients1,100
DateNov 2013
Total AUM$266.1M
Discretionary$245M
Non-Disc.$21.1M
Employees10
Clients1,100
DateMar 2013
Total AUM$266.1M
Discretionary$245M
Non-Disc.$21.1M
Employees10
Clients1,100
DateNov 2012
Total AUM$216.1M
Discretionary$183.2M
Non-Disc.$32.9M
Employees9
Clients800
DateMar 2012
Total AUM$216.1M
Discretionary$183.2M
Non-Disc.$32.9M
Employees6
Clients800
DateApr 2011
Total AUM$182M
Discretionary$160M
Non-Disc.$21.9M
Employees10
Clients--
DateMar 2011
Total AUM$182M
Discretionary$160M
Non-Disc.$21.9M
Employees10
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--