Brigham Scholes Bateman

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

• 08/2016 → 08/2018
  Student/Missionary
  Orem, UT
• 08/2018 → 06/2022
  Wasatch Threads, Inc.
  Orem, UT
• 07/2022 → 06/2025
  Truwear
  Lehi, UT
• 07/2025 → Present
  Lawrence Wealth Management
  Provo, UT
• 06/2025 → Present
  Osaic Wealth, Inc.
  Provo, UT

Other Businesses

1. Truwear bought my business, Wasatch Threads, in 2022 and I have 2 years left on 5 year payout plan for the acquisition. They pay me monthly and that payment will end in July of 2027. 2. I also placed a private investment with a medical device company in Q4 of 2023 and that is just an investment. No other obligations or responsibilities associated with that company. The company is called Sky Dance Vascular. 3. MLB, CAPITAL INVESTMENTS POSITION: VP NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 341 S 900 W, Orem UT 84058, United States DESCRIPTION: This LLC is made for the sole purpose of personal investments with my father. We sold a business in 2022 together and this is the company we just opened to manage the funds we received from the sale. 4. BLB CAPITAL POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2025 ADDRESS: 436 S 900 W, American Fork UT 84003, United States DESCRIPTION: This is a LLC for personal investments.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-28