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- Custodian
- Altruist · Assetmark · Charles Schwab & Company · Fidelity/NFS · LPL Financial · Pershing · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-24-1984
- Office Locations
- 4,535
Office Locations
About Osaic Wealth, Inc.
Osaic Wealth, Inc. is a large U.S. provider of wealth management solutions supporting a service-driven network of 11,000+ financial professionals across 270+ financial institutions. The firm helps advisors deliver financial planning and portfolio construction, including ETFs, mutual funds, alternatives, and insurance/annuity solutions. Distribution teams get reach into both retail and institutional channels, with workflows tied to platforms such as Envestnet and Black Diamond.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
GREGORY ALLEN CORNICK
Chief Executive Officer, DIRECTOR, President
- CRD
- #3132991
- Ownership
- Less than 5%
ERINN JUNE FORD
Chairman, DIRECTOR, Executive Vice President
- CRD
- #2176816
- Ownership
- Less than 5%
Atlas eagle
Foundation north zenith
- CRD
- #61004
- Ownership
- 6.0%
Showing 2 of 6 owners & executives
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MARK JAY AASEN
Compliance Officer
- CRD
- #4343046
TZVI ABARANOK
Financial Advisor
- CRD
- #1747595
Pathway radial
North crest bridge
- CRD
- #14791
Showing 2 of 11632 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,043,781,269 | $279,609 |
| Non-Discretionary | $73,814,737,471 | $268,576 |
| Total | $234,858,518,740 | $276,045 |
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Separately Managed Accounts
Total SMA Asset: $234,858,294,349
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,434,029,505 | 17.8% |
| Public Funds | $2,086,593,493 | 25.9% |
| Cash | $821,747,244 | 10.2% |
| Corporate - Investment Grade | $2,022,142,729 | 25.1% |
| Municipal Bonds | $1,313,184,322 | 16.3% |
| U.S. Government/Agency | $378,648,241 | 4.7% |
| Total | $8,056,345,534 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT ATLAS PRIME | RIDGE VITAL | WBCJMXYIB | KGFE | 1.46% | $1,722,038 |
| QUANTUM PIONEER ATLAS | FOUNDATION FOUNDATION | T7DY76LAV | JVYZI | 8.93% | $30,250,190 |
| DELTA NORTH | QUANTUM QUANTUM | XV19POZJR | LIT | 11.80% | $99,395,850 |
| ATLAS MATRIX TIMBER | MOMENTUM EAGLE | AAOBJOAWK | MYY | 5.77% | $42,439,518 |
| MOMENTUM ALPHA NORTH | CATALYST RIDGE | 98UAF864W | WXX | 8.29% | $73,551,288 |
| OPTIMA EAGLE DELTA | DELTA INSIGHT | LCI2VPIW6 | VYLA | 10.15% | $37,033,959 |
| MERIDIAN MERIDIAN | VECTOR OAK | HZNHMSHA6 | QIUNT | 12.22% | $12,709,822 |
| FOUNDATION BRIDGE SIGNAL | GLACIER HORIZON | YM29VDNQM | AKQ | 4.78% | $13,175,856 |