GrowthFocus Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,584,413
Total clients
14
43% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$1,113,172
About
GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser that provides discretionary investment management and financial planning to individual and high-net-worth clients. As of December 31, 2025 the firm managed about $15.6 million across 14 client relationships and typically bills portfolio management on a percentage-of-AUM basis while offering standalone planning engagements on a fixed-fee basis.
The firm’s investment approach is primarily long-term and grounded in fundamental analysis, with portfolios built mainly from low-cost, diversified mutual funds and ETFs and selective use or retention of individual stocks for fit or tax reasons. Portfolios are customized to each client’s goals and risk tolerance, monitored continuously with discretionary authority to rebalance, and the adviser’s CFP credential and accounting background inform integration of tax and legacy-holding considerations.
Noteworthy features include a very small client base with relatively high assets per client and the concentration of decision-making in a sole practitioner since the firm’s 2020 founding. GrowthFocus maintains an institutional relationship with Charles Schwab for custody and technology support (which provides operational resources but creates a potential conflict of interest), does not accept proxy-voting responsibility, and generally does not impose a minimum relationship size.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Wealth management
Fee options
Financial planning services fixed fees ranging from $250 to $3,000 per engagement, negotiable based on complexity.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually Over $2,000,001+: 0.50% annually
Fee-only: Investment management fees based on tiered AUM schedule; no commissions or other compensation received.
Main office location
GrowthFocus Wealth Management LLC
Swansea MA, United States
Number of offices
1
Most active in
GrowthFocus Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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