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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-03-17 |
Branch Locations
Greenville, SC • United States
19 Conestee Ave #8596, Greenville, SC 29604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 09/2005 | 03/2026 |
| Independent Advisor Alliance, Llc | Charlotte | NC | 09/2015 | 04/2020 |
| Osaic Wealth, Inc. | Greenville | SC | 03/2026 | Present |
1. THE FINANCE COUPLE (TRADEMARKED) POSITION: advisor NATURE: DBA of TWC Wealth Management, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2021 ADDRESS: 25 Augusta Walk Ave, Greenville SC 29605, United States DESCRIPTION: advisor 2. TWC WEALTH MANAGEMENT, LLC POSITION: IAR NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 25 Augusta Walk Ave, Greenville SC 29605, United States DESCRIPTION: sales/marketing of securities, investment advisor and insurance products 3. TWC WEALTH MANAGEMENT - FIXED INSURANCE POSITION: broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2021 ADDRESS: 25 Augusta Walk Ave, Greenville SC 29605, United States DESCRIPTION: sales/marketing of fixed annuities and non-variable insurance 4. THE FINANCE COUPLE - FIXED INSURANCE POSITION: broker NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/02/2026 ADDRESS: 25 Augustas Walk Ave, Greenville SC 29605, United States DESCRIPTION: sales/marketing of fixed annuities and non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-22 |
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