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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
| CO | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
5299 Dtc Suite 1350, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Centennial | CO | 11/2014 | 11/2025 |
| Gps Wealth Strategies Group, Llc | Centennial | CO | 01/2017 | Present |
| Osaic Wealth, Inc. | Greenwood Village | CO | 11/2025 | Present |
(1) 3/1/2017 - GPS Wealth Strategies Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/03/2017 - 32 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through GPS Wealth Strategies Group, an independent investment advisor firm. I started this business activity in 2/2017. I expect to spend approximately 32 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (2) 4/26/2021 - Grizzle Financial Inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 08/06/2016 - 160 Hours Per Month/6 Hours During Securities Trading (3) 11/15/2023 - True Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/01/2023 - 160 Hrs/Mo; 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-02 |
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