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Building 2OSAIC WEALTH, INC.

Map pinSCOTTSDALE, AZ
Phone800-821-5100
NotebookSEC #801-54859
Total AUM
$234.9B
Employees
8,979
Clients
575,515

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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