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RIA / WealthAdvisorCertified Financial Planner24 years in industry

Amanda Falkum

Advisor at FOCUS PARTNERS WEALTH, LLC

Silverthorne, CO

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Search this name across graphsid dfx:ria:73f59f63-82a1-5bb1-7d4b-95fd76400165

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 6, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOCUS PARTNERS WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 18, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 18, 2002
First registration: Jan 6, 2003
Dual registered: no
Other names: AMANDA LYNN FALKUM
IAPD individual key: 4622286

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Jan 4, 2026	n/a	yes	Silverthorne, CO	Current employment
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Jan 6, 2025	Mar 20, 2026	no	Silverthorne, CO\|Denver, CO	Previous registration
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Jan 4, 2016	Dec 31, 2024	no	Denver, CO\|SILVERTHORNE, CO	Previous registration
KOVITZ INVESTMENT GROUP, LLC	Former SEC adviser	Mar 24, 2008	Dec 31, 2015	no	CHICAGO, IL	Previous registration
DELOITTE INVESTMENT ADVISORS LLC	n/a	Jul 27, 2005	Feb 27, 2008	no	CHICAGO, IL	Previous registration
ERNST & YOUNG INVESTMENT ADVISERS LLP	No RAUM reported	Jan 6, 2003	Apr 21, 2005	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NORTHCOAST ASSET MANAGEMENT LLC	FOCUS PARTNERS WEALTH, LLC	Mar 20, 2026	Jan 4, 2026	-75	Bulk transfer	RIA to RIA
KOVITZ INVESTMENT GROUP, LLC	NORTHCOAST ASSET MANAGEMENT LLC	Dec 31, 2015	Jan 4, 2016	4	Firm change	Other
DELOITTE INVESTMENT ADVISORS LLC	KOVITZ INVESTMENT GROUP, LLC	Feb 27, 2008	Mar 24, 2008	26	Firm change	Other
ERNST & YOUNG INVESTMENT ADVISERS LLP	DELOITTE INVESTMENT ADVISORS LLC	Apr 21, 2005	Jul 27, 2005	97	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
127880:282241:IL:2015-12-31	Dec 31, 2015	Jan 4, 2016	CHICAGO, IL	Firm change

Relationships

Registered with (5)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jan 4, 2026 to presentfactForm ADV
→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 6, 2025 to Mar 20, 2026factForm ADV
→ KOVITZ INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
Mar 24, 2008 to Dec 31, 2015factForm ADV
→ DELOITTE INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jul 27, 2005 to Feb 27, 2008factForm ADV
→ ERNST & YOUNG INVESTMENT ADVISERS LLPRegistered adviserregistration: previous registration
Jan 6, 2003 to Apr 21, 2005factForm ADV

Dated events

No dated event names this entity yet.