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Osaic Financial Services, Inc.

ShareholderOsaic Wealth, Inc.

About Osaic Financial Services, Inc.

Osaic Financial Services, Inc. is listed as Shareholder at Osaic Wealth, Inc. in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Osaic Wealth, Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Osaic Financial Services, Inc. work?

Osaic Financial Services, Inc. is listed as Shareholder at Osaic Wealth, Inc. on SEC Form ADV.

How much of Osaic Wealth, Inc. does Osaic Financial Services, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Osaic Wealth, Inc.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2020