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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 |
| TX | RA | APPROVED | 2025-11-14 |
| IN | RA | APPROVED | 2025-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Kokomo | IN | 02/2010 | 11/2017 |
| Woodbury Financial Services Inc | Kokomo | IN | 11/2017 | 01/2024 |
| Osaic Wealth, Inc. | Kokomo | IN | 01/2024 | 11/2025 |
| Osaic Wealth, Inc. | Kokomo | IN | 11/2025 | Present |
1. SFS WEALTH MANAGEMENT POSITION: Registered Representative/Investment Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 521 E Lincoln Rd, Kokomo IN 46902, United States DESCRIPTION: Office Management, Meeting with clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-23 |
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