DFX Intelligence

Data Factory

RIA / WealthAdvisor22 years in industry

BRYCE WALKER SOWITCH

Advisor at FOCUS PARTNERS WEALTH, LLC

Montverde, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:945f1eb0-be37-74c0-bdde-b6da58c958df

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 30, 2004 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: Jan 30, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 2, 2011
First registration: Jan 30, 2004
Dual registered: no
IAPD individual key: 4202942

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 5, 2026	n/a	yes	Montverde, FL	Current employment
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Jan 7, 2025	Mar 20, 2026	no	FORT COLLINS, CO	Previous registration
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Sep 5, 2024	Dec 31, 2024	no	Fort Collins, CO	Previous registration
IFAM CAPITAL	Former SEC adviser	Apr 9, 2015	Jul 3, 2024	no	FORT COLLINS, CO	Previous registration
IFM CAPITAL ADVISORS, LLC	Former SEC adviser	Aug 29, 2014	Mar 24, 2015	no	GREENWOOD VILLAGE, CO	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Jul 1, 2011	Aug 28, 2014	no	SAN RAFAEL, CA\|FORT COLLINS, CO	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 25, 2004	Nov 26, 2007	no	FORT COLLINS, CO\|FORT COLLINS, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 30, 2004	Aug 30, 2004	no	FT. COLLINS, CO	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 5, 2026	-74	Bulk transfer	RIA to RIA
IFAM CAPITAL	NORTHCOAST ASSET MANAGEMENT LLC	Jul 3, 2024	Sep 5, 2024	64	Firm change	RIA to RIA
IFM CAPITAL ADVISORS, LLC	IFAM CAPITAL	Mar 24, 2015	Apr 9, 2015	16	Firm change	Other
FINANCIAL TELESIS, INC.	IFM CAPITAL ADVISORS, LLC	Aug 28, 2014	Aug 29, 2014	1	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	FINANCIAL TELESIS, INC.	Nov 26, 2007	Jul 1, 2011	1,313	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Aug 30, 2004	Aug 25, 2004	-5	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
175084:282241:CO:2024-07-03	Jul 3, 2024	Sep 5, 2024	FORT COLLINS, CO	Firm change
169587:175084:CO:2015-03-24	Mar 24, 2015	Apr 9, 2015	GREENWOOD VILLAGE, CO	Firm change

Relationships

Registered with (7)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jan 5, 2026 to presentfactForm ADV
→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 7, 2025 to Mar 20, 2026factForm ADV
→ IFAM CAPITALRegistered adviserregistration: previous registration
Apr 9, 2015 to Jul 3, 2024factForm ADV
→ IFM CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 29, 2014 to Mar 24, 2015factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Jul 1, 2011 to Aug 28, 2014factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 25, 2004 to Nov 26, 2007factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 30, 2004 to Aug 30, 2004factForm ADV

Dated events

Occurred
Jul 3, 2024
Advisor changed firm
Bryce Walker Sowitch left Ifam Capital for Northcoast Asset Management Llc (registered 2024-09-05)
Form ADVobserved 6 days ago