Witta Payackapan is a registered investment advisor at Focus Partners Wealth, LLC, based in Scottsdale, AZ, with 22 years of industry experience. Witta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
16100 N 71st Street, Suite 190, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Witta owns an apartment rental property with Maritza Payackapan since 2012 and is a passive investor in Pack Joint Development LLC (management of Chiropractic Clinics) since 2018 and East Artisan LLC (rental property) since 2020. Witta is also a committee member for Asian Corporate and Entrepreneur Leaders, a non-profit organization, since 2016, dedicating a few hours per week.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Sonora Investment Management
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Clearbridge Advisors, LLC
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.