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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-13 |
Branch Locations
381 Mansfield Avenue Suite 300, Pittsburgh, PA 15220 • United States
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 |
|---|---|---|---|---|
| Hoplite Solutions | Mcmurray | PA | 10/2014 | 11/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2016 | 03/2019 |
| Northwestern Mutual Investment Services Llc | Pittsburgh | PA | 12/2016 | 03/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2017 | 03/2019 |
| Penn Mutual Life Insurance Co | Horsham | PA | 03/2019 | 11/2024 |
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2019 | 11/2024 |
| Osaic Wealth Inc | Pittsburgh | PA | 11/2024 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: AXIAS WEALTH ADVISORS LLC | POSITION HELD: AGENT | ADDRESS: 381 MANSFIELD AVE, SUITE 300, PITTSBURGH, PA 15220 | START DATE: 11/11/2024 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF BROKERAGE, AND LIFE, ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE, AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-21 |
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