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Prabhjit Singh Marwah

Osaic Wealth, Inc.

San Dimas, CA

CRD 7844389

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-05
  • CA RA
    APPROVED
    Since 2025-05-05

Branch Locations

425 W. Bonita Ave. Ste 210, San Dimas, CA 91773 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ryse Financial San Dimas CA 12/2023 Present
Unblocked Los Angeles CA 09/2022 04/2023
Collective.xYz Los Angeles CA 12/2021 08/2022
Community.cOm Santa Monica CA 09/2019 08/2021
Omaze Culver City CA 05/2016 08/2019
Unemployed Los Angeles CA 05/2023 11/2023
Unemployed Los Angeles CA 09/2021 11/2021
Osaic Wealth Inc San Dimas CA 09/2024 Present
  • 12/2023 → Present
    Ryse Financial
    San Dimas, CA
  • 09/2022 → 04/2023
    Unblocked
    Los Angeles, CA
  • 12/2021 → 08/2022
    Collective.xYz
    Los Angeles, CA
  • 09/2019 → 08/2021
    Community.cOm
    Santa Monica, CA
  • 05/2016 → 08/2019
    Omaze
    Culver City, CA
  • 05/2023 → 11/2023
    Unemployed
    Los Angeles, CA
  • 09/2021 → 11/2021
    Unemployed
    Los Angeles, CA
  • 09/2024 → Present
    San Dimas, CA
Other Businesses

PRAB MARWAH POSITION: Receiver/Property Manager NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 1802 Jeanna Pl, Upland CA 91784, United States DESCRIPTION: Property management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-30
  • S66 Uniform Combined State Law Examination
    2025-04-30
Other Names
  • Prab Marwah

View on SEC IAPD

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