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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-02 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | West Columbia | SC | 02/2016 | Present |
| Ifg Advisory, Llc | West Columbia | SC | 02/2016 | 12/2018 |
| Jaeger Capital Management, Llc | West Columbia | SC | 04/2015 | 01/2019 |
| Osaic | Columbia | SC | 10/2025 | Present |
1. ONE11 ADVISORY POSITION: DBA for Securities and Insurance NATURE: LLC DBA One11 Advisory-EIN 00906139 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/05/2018 ADDRESS: 1043 S Holly St, Columbia SC 29205, United States DESCRIPTION: DBA for Securities and Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-23 |
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