Osaic Wealth, Inc.
● SEC registered since 1997CRD 23131SEC# 801-54859Scottsdale, AZ
Reg. AUM
$234.86B
Employees
8,979
Accounts
850,797
Location
Scottsdale, AZ
Osaic Wealth, Inc. assets under management
Osaic Wealth, Inc. is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 1997. It reports $234.9 billion in regulatory assets under management and employs 8,979 people.
Osaic Wealth, Inc. owners & executives
24 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Mills Mitchell | Corporate Treasurer, Financial Principal | Under 5% | 2025 |
| Erinn June Ford | Director | Under 5% | 2023 |
| Gregory Allen Cornick Control | Ceo, President, Director | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Osaic Wealth, Inc. manage?
Osaic Wealth, Inc. reports $234.9 billion in regulatory assets under management on its Form ADV.
How many employees does Osaic Wealth, Inc. have?
Osaic Wealth, Inc. reports 8,979 employees.
Where is Osaic Wealth, Inc. located?
Osaic Wealth, Inc. is based in Scottsdale, AZ and has been SEC-registered since 1997.
Does Osaic Wealth, Inc. disclose fund performance?
Osaic Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$234.86B▲ 148%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$234.86Bregulatory AUM
Discretionary $161.04BNon-discretionary $73.81B