Mary Walden is a registered investment advisor at Osaic Wealth, INC., based in Irvine, CA, with 28 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2082 Michelson Drive, Suite 103, Irvine, CA, 92612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Mary owns rental property and is a board member for Guidelines International Ministries, dedicating minimal time to each. She is also the founder of Walden Wealth Management, LLC, and provides long-term care and life insurance through Producers Choice Network and Trilogy Financial Services, spending about 10-20% of her time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
State Registrations19 states
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