Anu Sharma

Osaic Wealth, INC.

9 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

1 Bridge St, Suite 3, Irvington, NY, 10533

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Anu is the principal and founder of Rivertown Investment Advisor, a sole proprietorship, since May 2023. This investment-related activity involves financial planning, portfolio management, risk management, and investments, taking up a full-time commitment.