UBS Financial Services
37yrs
Top advisor by experience in Kamas
25yrs
Based in Kamas, Utah, Bruce Weininger is a financial advisor with 25 years of industry experience. Bruce joined Focus Partners Wealth in 2026, after ten years at Northcoast Asset Management and 11 years at Kovitz Investment Group. Bruce holds the CFP® designation.
At a glance
Experience25 years (since 2001)
How that compares ?Top 19% by experience in Utah
OfficeKamas, UT
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jan 2026 – nowFocus Partners Wealth, LLCCurrent firm
- 2016 – 2026Northcoast Asset Management LLCPreviously
- 2004 – 2015Kovitz Investment Group, LLCPreviously
- 2001 – 2004Deloitte Investment Advisors LLCPreviously
Contact Bruce
Kamas, UTOffice · Get directions Firm main line(314) 725-0455Headquarters: Focus Partners Wealth · St. Louis, MO Firm websitefocuspartners.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Bruce
Tailored to Bruce’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Bruce
How do I contact Bruce?
Call Focus Partners Wealth at (314) 725-0455 and ask for Bruce Weininger. Bruce works from the Kamas, UT office.
How long has Bruce been a financial advisor?
Bruce has been in the industry since 2001, about 25 years. Top 19% by experience in Utah.
What licenses does Bruce hold?
Series 63. Tap any license on this page to see what it allows.
Is Bruce a fiduciary?
Bruce is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Bruce paid?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Bruce for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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