Aaron Michael Cooperband

Osaic Wealth, INC.

23 Years of Experience

1 DisclosureBrokerSells Insurance

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

1475 Fourth Street, Napa, CA, 94559

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

April 2024

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Aaron sells insurance and annuities, dedicating minimal time to this activity. He also manages rental properties, real estate investments, and is a partner in New Aspect Financial Services, LLC, where he sells securities and insurance, provides financial planning, and offers investment advice.