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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-04 |
Branch Locations
4340 Von Karman Suite 270, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Newport Beach | CA | 09/2024 | Present |
| Pepperdine International Programs | Lausanne | 08/2021 | 04/2022 | |
| Pepperdine Housing And Residence Life | Malibu | CA | 04/2022 | 04/2024 |
| Marmalade Cafe | Malibu | CA | 05/2021 | 08/2021 |
| Starbucks | Malibu | CA | 06/2023 | 08/2023 |
| Pepperdine University | Malibu | CA | 08/2020 | 04/2024 |
| Unemployed - Greenwood High School | Greenwood | AR | 08/2016 | 08/2020 |
| Edward Jones | Van Buren | AR | 06/2024 | 08/2024 |
| Pinnacle Consulting - Lincoln Financial | Remote Work, But Physical Office Was Newport Beach | CA | 01/2024 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
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