Osaic Wealth, INC.
Scottsdale, AZ·SEC-registered · CRD #23131
Osaic Wealth, INC. is an SEC-registered investment advisory firm in Scottsdale, AZ managing $235B across 1.1M client accounts, with 7.1k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$235B
Client accounts
1.1M
Advisory staff
7.1k
Fee model
Fee-based
How Osaic Wealth, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Osaic Wealth, INC.
How much does Osaic Wealth, INC. manage?
Per its most recent SEC Form ADV filing (06/07/2026), Osaic Wealth, INC. reports $235B in regulatory assets under management across roughly 1.1M client accounts.
How does Osaic Wealth, INC. charge?
Osaic Wealth, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Osaic Wealth, INC. a fiduciary?
Yes. Osaic Wealth, INC. is registered with the U.S. Securities and Exchange Commission (CRD #23131), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Osaic Wealth, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Osaic Wealth, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Scottsdale, AZ
Profile compiled from Osaic Wealth, INC.'s public SEC Form ADV filing (CRD #23131, filed 06/07/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Osaic Wealth, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Osaic Wealth, INC.? Claim this profile.