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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-10 |
Branch Locations
900 Ridgefield Drive Suite 130, Raleigh, NC 27609 • United States
Raleigh, NC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Globant | Raleigh | NC | 03/2022 | 06/2025 |
| Elevated Independent Energy | Denver | CO | 01/2021 | 03/2022 |
| Ember Hostels | Denver | CO | 11/2019 | 01/2021 |
| Sturgeon Electric | Denver | CO | 07/2019 | 10/2019 |
| Duro Electric | Denver | CO | 02/2019 | 06/2019 |
| Hi Altitude Sales & Consulting | Denver | CO | 09/2018 | 02/2019 |
| Cascadia Vehicle Tents | Bend | OR | 03/2017 | 12/2017 |
| Goodlife Brewing | Bend | OR | 03/2018 | 09/2018 |
| Kirk's Cookies, Llc Dba Captain Cookie And The Milkman | Raleigh | NC | 10/2015 | 03/2017 |
| Wealth Advisors Of Raleigh, Inc | Raleigh | NC | 07/2025 | Present |
| Osaic Wealth, Inc. | Raleigh | NC | 08/2025 | Present |
ANDREW MURPHY DBA WEALTH ADVISORS OF RALEIGH, INC. POSITION: Agent/Insurance Producer NATURE: Wealth Advisors of Raleigh, Inc. is a corporation owned by James W McKay, for which I act as a 1099 contractor. I am not employed by Wealth Advisors of Raleigh, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/20/2026 ADDRESS: 900 Ridgefield Drive, Suite 130, Raleigh NC 27609, United States DESCRIPTION: Outbound prospecting, prospecting inbound leads, KYC collection, field underwriting/due diligence, matching customer needs to the correct insurance option, writing insurance business, managing insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
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