Gregory Lee Pospichel

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-05-14
CA	RA	APPROVED	2025-05-13

OH RA
APPROVED

Since 2025-05-14
CA RA
APPROVED

Since 2025-05-13

Branch Locations

Hudson, OH • United States

90 New Montgomery Suite 1020, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sagepoint Financial, Inc	San Francisco	CA	12/2019	09/2023
Eisneramper Llp	San Francisco	CA	08/2012	12/2019
Cullen Financial Advisors	San Francisco	CA	02/2020	11/2021
Pospichel Cpa	San Francisco	CA	12/2019	Present
Cullen Financial Advisors	Hudson	OH	11/2021	09/2023
Osaic Wealth, Inc.	San Francisco	CA	09/2023	Present

12/2019 → 09/2023

Sagepoint Financial, Inc

San Francisco, CA
08/2012 → 12/2019

Eisneramper Llp

San Francisco, CA
02/2020 → 11/2021

Cullen Financial Advisors

San Francisco, CA
12/2019 → Present

Pospichel Cpa

San Francisco, CA
11/2021 → 09/2023

Cullen Financial Advisors

Hudson, OH
09/2023 → Present

Osaic Wealth, Inc.

San Francisco, CA

Previous Registrations

2020-06-10 → 2025-07-15

Cullen Financial Advisors

San Francisco, CA

Hudson, OH
2020-06-01 → 2020-06-01

Osaic Services, Inc.

San Francisco, CA

Other Businesses

1. POSPICHEL CPA POSITION: Owner / Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 12/01/2019 ADDRESS: 90 New Montgomery St, Ste 1020, San Francisco CA 94105 DESCRIPTION: Prepare tax returns, tax planning 2. GREGORY L. POSPICHEL POSITION: Owner / Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2022 ADDRESS: 90 New Montgomery St, Ste 1020, San Francisco CA 94105 DESCRIPTION: Licensed as an insurance producer (Life, Accident & Health or Sickness) 3. GRAY VISTA HOLDINGS LLC POSITION: Owner/investor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1568 E Haymarket Way, Hudson OH 44236 DESCRIPTION: Own property, collect rent, pay certain expenses (real estate taxes, insurance, etc.) 4. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 90 New Montgomery St, Ste 1020, San Francisco CA 94105 DESCRIPTION: Private wealth advisor marketing under IronBridge Wealth Counsel, LLC.