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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Highlands Ranch | CO | 10/2025 | Present |
| University Of Colorado Boulder | Boulder | CO | 08/2021 | 08/2025 |
| Valor Christian High School | Highlands Ranch | CO | 08/2017 | 05/2021 |
| Denver Christian High School | Lakewood | CO | 08/2024 | 03/2026 |
| Valor Christian High School | Highlands Ranch | CO | 10/2021 | 03/2023 |
| Rocky Heights Middle School | Highlands Ranch | CO | 08/2014 | 05/2017 |
| Osaic Wealth, Inc. | Highlands Ranch | CO | 08/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-28 |
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