Uwaila Will Osagiede

Employer firm

Peakstone Wealth Management, LLC CRD 226659

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Peakstone Wealth Management, Llc

Denver, CO • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-04-01

CO RA
APPROVED

Since 2026-04-01

Branch Locations

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Peakstone Wealth Management	Denver	CO	02/2014	Present
Peakstone Wealth Management	Denver	CO	04/2015	Present

02/2014 → Present

Peakstone Wealth Management

Denver, CO
04/2015 → Present

Peakstone Wealth Management

Denver, CO

Other Businesses

MR. OSAGIEDE IS LICENSED TO SELL LIFE, ACCIDENT AND HEALTH INSURANCE PRODUCTS AND MAY ENGAGE IN COMMISSIONABLE INSURANCE OR FIXED ANNUITIES PRODUCT SALES WITH CLIENTS, FOR WHICH HE MAY RECEIVE COMPENSATION.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-09-23
S65	Uniform Investment Adviser Law Examination	2012-08-09

S63 Uniform Securities Agent State Law Examination

2013-09-23
S65 Uniform Investment Adviser Law Examination

2012-08-09

Designations

Certified Financial Planner

Other Names

Will Osagiede
Uwaila W Osagiede
Uwaila Will Osagiede
Uwaila W. Osagiede

View on SEC IAPD