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OSAIC WEALTH, INC.

18700 N. Hayden Road
Suite 255
Scottsdale, Arizona 85255
Tel: 800-821-5100

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About OSAIC WEALTH, INC.

OSAIC WEALTH, INC, formally registered with the SEC as OSAIC WEALTH, INC. The firm was established in 09/10/1997. They have over 1671 offices throughout the country.

OSAIC WEALTH, INC. is a Scottsdale, Arizona based Financial Planning firm with nearly $94,557,613,744 assets under management, offering retirement planning & investment advisory services to 437201 clients. The firm is staffed with 6838 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#23131
SEC#801-54859
Assets Managed by Firm$94,557,613,744
No. of Clients437201
No. of Advisors6838

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total437201$94,557,613,744
Individuals (other than high net worth individuals)290711$56,424,762,975
High net worth individuals19100$34,855,301,896
Pension and profit sharing plans4401$639,947,698
Charitable organizations669$568,324,425
Corporations or other businesses1852$2,053,900,309

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