| Name | Title | Ownership | Since |
|---|---|---|---|
| David Martin Schmidt | Treasurer, Financial Principal | Under 5% | 2017 |
| Erinn June Ford | Director | Under 5% | 2023 |
| Gregory Allen Cornick Control | Ceo, President, Director | Under 5% | 2021 |
Osaic Wealth, Inc. reports $20 million in regulatory assets under management on its Form ADV.
Osaic Wealth, Inc. reports 8,717 employees.
Osaic Wealth, Inc. is based in Scottsdale, AZ and has been SEC-registered since 1997.
Osaic Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18700 N. Hayden Road, Suite 255, Scottsdale, AZ 85255 |
| Phone | 800-821-5100 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1043187 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.3M |
| Non-discretionary | $68.1B |
| Total (RAUM) | $20M |