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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Owner Of Ranch And Farm | Eaton | CO | 04/1976 | Present |
| Linsco/Private Ledger Corp | Greeley | CO | 04/2002 | 02/2026 |
| Osaic Wealth Inc | Fort Collins | CO | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-20 |
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