Mana Angilau

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Brigham Young University & Utah Valley University
  Provo & Orem, UT
• 12/2017 → Present
  Integrated Financial Group
  South Jordan, UT
• 08/2020 → Present
  Osaic Wealth, Inc.
  South Jordan, UT

Other Businesses

1. INTEGRATED FINANCIAL GROUP POSITION: Operations NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 155 SECURITIES TRADING HOURS: 160 START DATE: 01/07/2018 ADDRESS: 10610 South Jordan Gateway, Suite 210, South Jordan UT 84009, United States DESCRIPTION: Prepare investment reviews. Handle investment operations: prepare paperwork, submit paperwork, review with OSJ for compliance, complete tasks that change daily. Service clients, prepare meetings, assist advisors with tasks they need. 2. MANA CONSULTING LLC POSITION: Manager NATURE: Personal LLC used for tax planning purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 8373 Iris Lumi Lane, Unit 101, Midvale UT 84047, United States DESCRIPTION: Manage LLC for personal tax planning purposes 3. INTEGRATED FINANCIAL GROUP POSITION: Insurance License Holder NATURE: Insurance License INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 04/29/2025 ADDRESS: 10610 South Jordan Gateway, Suite 210, South Jordan UT 84095, United States DESCRIPTION: If a client needs life insurance I can offer it.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-05

Designations

• Certified Financial Planner