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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 |
|---|---|---|---|
| WV | RA | APPROVED | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hurricane | WV | 07/2018 | 10/2025 |
| Primerica Financial Services | Hurricane | WV | 01/2018 | 10/2025 |
| Charleston Bicycle Center | Charleston | WV | 06/2017 | 08/2017 |
| Putnam County Schools | Winfield | WV | 09/2015 | Present |
| Outback Steakhouse | Barboursville | WV | 06/2016 | 10/2016 |
| Osaic | Hurricane | WV | 10/2025 | Present |
1.SALLADE CONSULTING GROUP INC. POSITION: Owner NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2025 ADDRESS: 1413 Princess Drive, South Charleston WV 25309, United States DESCRIPTION: I provide a management fee to Zachary Sallade in his Sole Proprietor Business here at Osaic Wealth. This is the S-Corp that will be used for future advisory business through Osaic. 2. NOTARY POSITION: Notary NATURE: Notary Service INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/14/2024 ADDRESS: 1413 Princess Drive, South Charleston WV 25309, United States DESCRIPTION: I notarized documents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-13 |
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