DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Niki Fowler Woodworth

Focus Partners Wealth, LLCindependent RIACarmel, InIA-onlyIAPD 7249521

Certified Financial Planner

Feed of 09/14/2026

Also filed as Niki Fowler Waddell

At current firm

0 y

since Jul 1, 2026

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Focus Partners Wealth, LLC independent RIA current
since Jul 1, 2026 · Carmel, In
Evernest Financial Advisors former
Nov 10, 2023 to Aug 19, 2026 · Carmel, In
Sanctuary Advisors, LLC BD affiliated
Feb 15, 2022 to Dec 12, 2023 · Miami, Fl
Windsor Wealth Management, Inc. former
Apr 15, 2020 to Mar 15, 2022 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

Evernest Financial Advisors to Focus Partners Wealth, LLC
left Aug 19, 2026, registered Jul 1, 2026 (-49 days) · RIA to RIA · moved with a team
Sanctuary Advisors, LLC to Evernest Financial Advisors
left Dec 12, 2023, registered Nov 10, 2023 (-32 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Windsor Wealth Management, Inc. to Sanctuary Advisors, LLC
left Mar 15, 2022, registered Feb 15, 2022 (-28 days) · RIA to affiliated broker-dealer or bank · moved with a team

Signals

Niki Fowler Woodworth left Evernest Financial Advisors for Focus Partners Wealth, Llc (registered 2026-07-01)
Aug 19, 2026 · Advisor changed firm · fact
Niki Fowler Woodworth left Sanctuary Advisors, Llc for Evernest Financial Advisors (registered 2023-11-10)
Dec 12, 2023 · Advisor changed firm · fact
Niki Fowler Woodworth left Windsor Wealth Management, Inc. for Sanctuary Advisors, Llc (registered 2022-02-15)
Mar 15, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address