TrueAdvisor
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AH
AH

Amy Adams Hansen

Osaic Wealth, INC.
1 Year of Experience
Broker
View SEC Summary
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

40 N 100 E, Farmington, UT, 84025

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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.

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Employment History
Current Registrations
Osaic Wealth, INC.Broker
September 2025 - Present · 5 mos
Moreton Asset Management, LLC
October 2024 - Present · 1 yr 4 mos
State Registrations7 states
COIDMTNVUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.