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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 | 2025-07-15 |
| TX | RA | APPROVED | 2025-07-09 |
| MN | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Home Mortgage | Minneapolis | MN | 02/2016 | Present |
| Osaic Wealth, Inc | Andover | MN | 12/2024 | Present |
DODDS INVESTMENT SOLUTIONS POSITION: Investment Advisor NATURE: LLC, Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 06/17/2025 ADDRESS: 3482 165th Ln NW, Andover MN 55304, United States DESCRIPTION: Investment advisor using Osaic as Broker/Dealer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-19 |
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