Key facts
- OSAIC WEALTH, INC. is a other based in SCOTTSDALE, AZ.
- OSAIC WEALTH, INC. reports $2.8M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 23131- Regulatory AUM
- $2.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 8979
- Registered office
- SCOTTSDALE, AZ
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
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No portfolio companies for OSAIC WEALTH, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is OSAIC WEALTH, INC.'s AUM?
- OSAIC WEALTH, INC. manages approximately $2.8M in assets.