Cody James Steele

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

• 07/2017 → 02/2018
  Selby Tasting Room
  Berkely, CA
• 02/2019 → 04/2020
  Macrostie
  Healdsburg, CA
• 04/2020 → 06/2025
  James Marco Steele Md
  Santa Rosa, CA
• 06/2025 → Present
  Momentum Value Partners
  Santa Rosa, CA
• 09/2010 → 06/2017
  Student
  Eugene, OR
• 02/2018 → 02/2019
  Unemployed
  Healdsburg, CA

Other Businesses

1. INSPERITY POSITION: N/A NATURE: They do payroll for us and the money I get paid goes through them. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2025 ADDRESS: Headquarters 19001 Crescent Springs Drive, Kingwood TX 77339, United States DESCRIPTION: I don't do anything for them. I was told because the money from my employers flows through them that I needed to disclose it. 2. WEGER INTEREST LIMITED POSITION: Limited Partner, not actively involved NATURE: Family Limited Partnership which deals which deals in ranching, timber, real estate and investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/14/1997 ADDRESS: 2333 Mill Creek Lane, Healdsburg CA 95448, United States DESCRIPTION: I am a limited partner and not actively involved. I inherited a small percentage of this company and it was held in a trust until I became an adult. 3. CODY STEELE, INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2026 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Offering insurance products 4. ORR SPRINGS PROPERTIES, LLC POSITION: Limited Partner, not actively involved NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2011 ADDRESS: 2333 Mill Creek Lane, Healdsburg CA 95448, United States DESCRIPTION: Limited Partner not actively involved. Rarely receive a profit distribution. LLC has ownership of timber. Other members are my mom and brother. 5. ACORD AND FONG WEALTH STRATEGIES POSITION: Paraplanner NATURE: DBA pays my salary INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/23/2025 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Service clients needs and build retirement projections on eMoney. Prepare and take notes for client meetings.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-22

Other Names

• Cody Steele