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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-12 |
| CA | RA | APPROVED | 2026-06-11 |
Branch Locations
1013 Galleria Boulevard Suite 290, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sierra Consulting Group | Roseville | CA | 03/2025 | Present |
| Transitioning To New Job | Orem | UT | 01/2025 | 03/2025 |
| Yarro Studios Inc | Orem | UT | 11/2020 | 12/2024 |
| Tr Innovations Llc | Provo | UT | 01/2018 | Present |
| Kidnected World | Salt Lake City | UT | 04/2016 | 01/2018 |
| Osaic Wealth, Inc | Roseville | CA | 03/2025 | Present |
TR INNOVATIONS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 2279 N. University Pkwy. #150, Provo UT 84604, United States DESCRIPTION: My wife and I have a little e-commerce business and we sell consumer products on amazon.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-03 |
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