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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-31 |
| NJ | RA | APPROVED | 2025-09-26 |
Branch Locations
902 Carnegie Center Suite 510, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osiac Wealth, Inc. | Princeton | NJ | 01/2008 | Present |
1) VERTIAS INVESTMENT GROUP LLC; INVESTMENT RELATED; 14 GREENVIEW DRIVE CHESTERFIELD NJ 08515; OWNER/STATUTORY AGENT; STARTED 01/24/2008; 10 HRS/MTH; 10 HRS/MTH DURING ST HOURS; SALE OF INSURANCE PRODUCTS. 2) NEW CENTURY FINANCIAL GROUP LLC; INVESTMENT RELATED; ONE AIRPORT PLACE SUITE 3 PRINCETON NJ 08540; INVESTMENT ADVISER PRESENTATIVE; STARTED 01/2008; 160 HRS/MTH; 7 HRS/MTH DURING ST HOURS; MANAGEMENT OF CLIENT PORTFOLIOS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-30 |
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