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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-07 |
Branch Locations
8765 E. Bell Road Suite 204, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trajan Wealth, Llc | Scottsdale | AZ | 08/2019 | 02/2021 |
| Mmwkm Advisors, Llc Dba Retirement Planners Of America | Scottsdale | AZ | 02/2021 | 08/2023 |
| Centaurus Financial Inc. | Anaheim | CA | 07/2024 | 06/2025 |
| Self Employed | Scottsdale | AZ | 08/2023 | 08/2024 |
| Osaic | Scottsdale | AZ | 07/2025 | Present |
| Mmwkm Advisors, Llc | Plano | TX | 03/2016 | 07/2019 |
1. PAUL KRIPAL POSITION: Owner NATURE: Sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 10929 E MEADOWHILL DR, SCOTTSDALE AZ 85255, United States DESCRIPTION: I have 2 rental homes in Scottsdale, AZ and 2 AirBnB cabins in Ashford, WA that I manage. 2. MOSAIC WEALTH SOLUTIONS LLC POSITION: Financial Advisor NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 07/07/2025 ADDRESS: 8765 E Bell Rd #204, SCOTTSDALE AZ 85260, United States DESCRIPTION: finding clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-14 |
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