Nathan Tuttle

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Weston & Tuttle Llp
  Cameron Park, CA
• 11/2024 → Present
  Osaic Weatlh Inc
  Cameron Park, CA

Other Businesses

1. WESTON & TUTTLE LLP POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2021 ADDRESS: 3420 Coach Ln. Ste 11, Cameron Park CA 95682, United States DESCRIPTION: Tax Preparer

Exams

• S66 Uniform Combined State Law Examination
  2025-01-23