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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
Manhattan Beach, CA • United States
400 Continental Blvd 6Th Floor, #6022, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Segundo | CA | 11/2007 | 12/2017 |
| Bank Of America, N.A. | El Segundo | CA | 09/2009 | 12/2017 |
| Lincoln Financial Advisors Corporation | Manhattan Beach | CA | 12/2017 | 01/2025 |
| Osaic Wealth, Inc. | Manhattan Beach | CA | 01/2025 | Present |
1) GARRICK PETERS 1230 ROSECRANS AVE STE 350 MANHATTAN BEACH, CA 90266 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER FIXED AND EQUITY INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE START DATE: 12/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) SALIENT WEALTH PLANNING GROUP 1230 ROSECRANS AVE STE 350 MANHATTAN BEACH, CA 92026 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER INSURANCE AS PART OF STRUCTURED SETTLEMENTS START DATE: 12/2018 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 1 3) SALIENT WEALTH SOLUTIONS GROUP, INC. 1230 ROSECRANS AVE STE 350 MANHATTAN BEACH, CA 92026 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY FORMED TO MANAGE BUSINESS EXPENSES START DATE: 12/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-30 |
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