Paige Lewis is a registered investment advisor at Osaic Wealth, INC., based in Bellevue, WA, with 12 years of industry experience. Paige 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
10900 NE 8th St., Suite 750, Bellevue, WA, 98004
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Paige is the co-chair of WiPN, a non-profit network, since September 2023. She spends a few hours per week on activities such as attending and promoting events, securing funding, and developing relationships with sponsors.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.