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King Wei Mah

Osaic Wealth, Inc.

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About King Wei Mah

King Mah is a registered investment advisor representative associated with Osaic Wealth, Inc.. King has a professional career spanning over 15 years in the financial industry. King currently holds licenses for both Series 66 and Series 7. King's current and prior employment history is as follows: * Osaic Wealth, Inc. * Waddell & Reed * Lincoln Financial Advisors Corporation * Magic Feet Reflexology * Bamboo Cafe * Edward Janulis * Various insurance carriers for W&R insurance agencies King is registered to conduct business in Arizona, Alaska, California, Delaware, Georgia, Indiana, Michigan, Nebraska, and Texas. In addition to providing investment advisory services, King is also a licensed insurance agent.

Firm Information

King Mah is currently registered with Osaic Wealth, Inc.. 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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King Mah’s Registration & Firm History

AZ

01/24/2025 - Present

Osaic Wealth, Inc. (PEORIA AZ)

AZ

07/11/2016 - 03/28/2019

WADDELL & REED (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 10/05/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for King Wei Mah. Review regulatory record here.
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