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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-30 |
Branch Locations
14321 Winter Breeze Dr. Suite #215, Midlothian, VA 23113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marketsource Inc | Midlothian | VA | 08/2025 | 10/2025 |
| Autozone Inc. | Midlothian | VA | 02/2025 | 08/2025 |
| Meadows Farms | Midlothian | VA | 05/2024 | 12/2024 |
| Dracoulis Financial Group | Midlothian | VA | 10/2025 | Present |
| Richmond Ballet | Richmond | VA | 11/2024 | Present |
| Matoaca High School | Chesterfield | VA | 09/2020 | 05/2024 |
| Clover Hill High School Choral Boosters | Midlothian | VA | 12/2025 | Present |
| Swift Creek Middle School | Midlothian | VA | 09/2017 | 08/2020 |
| Brightpoint Community College | Midlothian | VA | 08/2024 | Present |
| Clover Hill Elementary School | Midlothian | VA | 09/2011 | 08/2017 |
| Osaic Wealth, Inc. | Midlothian | VA | 12/2025 | Present |
1. CLOVER HILL HIGH SCHOOL CHORAL BOOSTERS POSITION: Pianist NATURE: Its nature is providing voluntary support to the Clover Hill Choirs and their many musicians. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2025 ADDRESS: 13303 Kelly Green Ln, Midlothian VA 23112, United States DESCRIPTION: My duties include going to weekly rehearsals, competitions, and performances for the Clover Hill Show Choirs. 2. RICHMOND BALLET POSITION: Pianist NATURE: Its nature is as a non-profit performance arts organization. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2024 ADDRESS: 407 E Canal St, Richmond VA 23219, United States DESCRIPTION: My duties do not include anything as of present.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-29 |
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