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Firm Information

Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.

Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

percentage of assets

A percentage of the total value of assets under management is charged.

Advisors at Osaic Wealth, Inc.

View All 8460 Advisors

Randall Christopher Martinez

CFP®, RA

ATLANTA, GA

KINNELON, NJ

BRAINTREE, MA

WICHITA, KS

CFP®, RA

DULUTH, MN

View Profile

Rebecca Angel Hunt

MORRISTOWN, NJ

View Profile

Christine Marie Sleboda

MONTOURSVILLE, PA

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Brandon Jay Warman

Kimberly, WI

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View All 8460 Advisors

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Disclosures

There are 3 public disclosures for Osaic Wealth, Inc.. Review regulatory record here.

Frequently Asked Questions (66)

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Osaic Wealth, Inc.

Headquartered in SCOTTSDALE, AZ

When are you planning to retire?

Are you with Osaic Wealth, Inc.?

Are you a financial advisor?

Firm Information

Osaic Wealth, Inc.

$94.56B

Assets Under Management

39,691

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

Fee Structure

fixed fees

percentage of assets

Branch Locations (47)

Advisors at Osaic Wealth, Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (66)

Helpful Articles

When are you planning to retire?

Are you with Osaic Wealth, Inc.?

Are you a financial advisor?

Helpful Articles

Osaic Wealth, Inc.

Headquartered in SCOTTSDALE, AZ

When are you planning to retire?

Are you with Osaic Wealth, Inc.?

Are you a financial advisor?

Firm Information

Osaic Wealth, Inc.

$94.56B

Assets Under Management

39,691

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

Fee Structure

fixed fees

percentage of assets

Branch Locations (47)

Advisors at Osaic Wealth, Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (66)

What type of firm is OSAIC WEALTH, INC.?

What is the firm's status?

When was OSAIC WEALTH, INC. formed?

What is OSAIC WEALTH, INC.'s main office location?

What is OSAIC WEALTH, INC.'s website address?

How many licensed agents does OSAIC WEALTH, INC. have?

How many investment advisor representatives does OSAIC WEALTH, INC. have?

How many registered representatives does OSAIC WEALTH, INC. have?

How many employees does OSAIC WEALTH, INC. have who are involved in investment advisory functions?

How many advisor representatives for other investment advisors does OSAIC WEALTH, INC. have?

What is OSAIC WEALTH, INC.'s approximate asset amount?

How much are OSAIC WEALTH, INC.'s total regulatory assets under management?

How much are OSAIC WEALTH, INC.'s discretionary regulatory assets under management?

How many total accounts does OSAIC WEALTH, INC. have?

How much are OSAIC WEALTH, INC.'s non-discretionary regulatory assets under management?

How many discretionary accounts does OSAIC WEALTH, INC. have?

How many non-discretionary accounts does OSAIC WEALTH, INC. have?

Does OSAIC WEALTH, INC. provide other advisory services?

Does OSAIC WEALTH, INC. provide security ratings?

Does OSAIC WEALTH, INC. provide financial planning?

Does OSAIC WEALTH, INC. provide pension consulting?

Does OSAIC WEALTH, INC. provide educational seminars?

Does OSAIC WEALTH, INC. provide market timing services?

Does OSAIC WEALTH, INC. publish periodicals?

Does OSAIC WEALTH, INC. provide selection of other advisors?

Does OSAIC WEALTH, INC. provide portfolio management for businesses?

Does OSAIC WEALTH, INC. provide portfolio management for individuals?

Does OSAIC WEALTH, INC. provide portfolio management for investment companies?

Does OSAIC WEALTH, INC. provide portfolio management for pooled investment vehicles?

Does OSAIC WEALTH, INC. provide services to insurance companies?

Does OSAIC WEALTH, INC. provide services to investment companies?

Does OSAIC WEALTH, INC. provide services to charitable organizations?

How many charitable organization clients does OSAIC WEALTH, INC. have?

How much are OSAIC WEALTH, INC.'s assets under management for charitable organization clients?

Does OSAIC WEALTH, INC. provide services to high-net-worth individuals?

How many high-net-worth individual clients does OSAIC WEALTH, INC. have?

How much are OSAIC WEALTH, INC.'s assets under management for high-net-worth individual clients?

Does OSAIC WEALTH, INC. provide services to other investment advisors?

Does OSAIC WEALTH, INC. provide services to pooled investment vehicles?

How many pooled investment vehicle clients does OSAIC WEALTH, INC. have?

How much are OSAIC WEALTH, INC.'s assets under management for pooled investment vehicle clients?

Does OSAIC WEALTH, INC. provide services to banking or thrift institutions?

How many banking or thrift institution clients does OSAIC WEALTH, INC. have?

How much are OSAIC WEALTH, INC.'s assets under management for banking or thrift institution clients?

Does OSAIC WEALTH, INC. provide services to business development companies?

Does OSAIC WEALTH, INC. provide services to pension and profit-sharing plans?

How many pension and profit-sharing plan clients does OSAIC WEALTH, INC. have?

How much are OSAIC WEALTH, INC.'s assets under management for pension and profit-sharing plan clients?

Does OSAIC WEALTH, INC. provide services to corporations or other businesses?

How many corporation or other business clients does OSAIC WEALTH, INC. have?

How much are OSAIC WEALTH, INC.'s assets under management for corporation or other business clients?

Does OSAIC WEALTH, INC. provide services to individuals other than high-net-worth individuals?

How many individual clients other than high-net-worth individuals does OSAIC WEALTH, INC. have?