Best Investors
Account
Sign in
Best Investors
Account
Sign in
Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swbc | San Antonio | TX | 03/2014 | 03/2019 |
| American Funds | San Antonio | TX | 03/2019 | 04/2020 |
| American Funds | San Antonio | TX | 04/2020 | 06/2022 |
| Osaic Wealth | Southfield | MI | 06/2022 | Present |
1. ALTUS CONSULTING GROUP, LLC. FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/03/2025 ADDRESS: 1535 Jasmine, Schertz TX 78154, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance. 2. ALTUS CONSULTING GROUP LLC. POSITION: Managing Director, Retirement Plans NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/03/2025 ADDRESS: 1535 Jasmine, Schertz TX 78154, United States DESCRIPTION: Sales marketing of securities, investment advisory and insurance products 3. ALTUSCG GROUP LLC. POSITION: Member Director NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 03/01/2026 ADDRESS: 23206 Magnolia Warbler Crest Ln., Spring TX 77389, United States DESCRIPTION: Limited Liability Company that pays employees, bills and offers creditor protection
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-12 |
Reach out to this advisor