firm
Osaic Wealth
SCOTTSDALE, AZ
CRD: 23131
In PWD coverage since August 19, 2026 · 4 stories
$235BRegulatory AUMSEC Form ADV · Oct 3
8,979EmployeesForm ADV
+2Talent net · 12 months2 in · 0 out
Regulatory AUM · Aug 22 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Departures
None tracked.
PWD coverage
RIA
Jump rents the same AI to rivals; Altruist owns the record
Northwestern Mutual's 22,000-seat rollout makes the rental case; a small Altruist addition points to the record as the asset that compounds.