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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2023-11-14 |
| TX | RA | APPROVED_RES | 2023-11-03 |
Branch Locations
River Ridge, LA • United States
990 North Corporate Drive Suite 301, Elmwood, LA 70123 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2017 | 07/2018 |
| Smith And Nephew | New Orleans | LA | 08/2015 | 12/2017 |
| Edward Jones | St.LOuis | MO | 10/2018 | 11/2023 |
| Osaic Wealth Inc | New Orleans | LA | 11/2023 | Present |
1. RIVER RIDGE WEALTH MANAGEMENT POSITION: Owner NATURE: River Ridge Wealth Management LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 300 SECURITIES TRADING HOURS: 20 START DATE: 11/03/2023 ADDRESS: 990 North Corporate Dr., Suite 301, Elmwood LA 70123, United States DESCRIPTION: Help clients manage their wealth and assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-06 |
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