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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gene Id | Montvale | NJ | 03/2018 | 08/2018 |
| Sitco Properties | Los Angeles | CA | 03/2022 | 01/2023 |
| Renewal Health Group | Los Angeles | CA | 03/2023 | Present |
| Don Scholl & Associates | Los Angeles | CA | 01/2021 | Present |
| Unemployed | Los Angeles | CA | 09/2018 | 01/2021 |
| Unemployed | Flushing | NY | 01/2014 | 03/2018 |
| Osaic | Los Angeles | CA | 01/2024 | Present |
1. Renewal group, it is not investment related, 516 North Larchmont Blvd, Los Angeles, CA, 90004. Position as employee is Staff Accountant. The business is a health facility that offers a basket of services for the well being of its clients. Start date was March of 2023. Approximate amount of hours spent per week would be ~80 hours and on a monthly time frame that would be ~320 hours. I provide accounting and general management services to the company, especially in the bills payable area. I occasionally do P&L charts for the company and monitor flow and transfer of funds. 2. CHEDER OF LOS ANGELES POSITION: Teacher NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2024 ADDRESS: 801 N La Brea Ave,, Los Angeles CA 90038, United States DESCRIPTION: Teach 7th grade secular studies and introduction to business management or basics of finances. 3. TACTICAL CONCIERGE POSITION: Concierge/CEO NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 145 North Highland Avenue, Los Angeles CA 90036, United States DESCRIPTION: To advise clients about tactical doctrine, gear, and setups and assist clients with this gear and setups.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
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