OSAIC WEALTH, INC.
ent_019ed848d9cd3612c91e52fc9b004b3e
Disclosures
4
State AG · 2 jurisdictions
Multi-filing incidents
1
incidents joining 2+ filings here
Max affected reported
3
as filed · State AG MA
Leak-site claims
0
none in sample
Identity resolution
- Canonical name
- OSAIC WEALTH, INC.
- Normalized
- osaic wealth— dedupe via name-norm; Microsoft / MSFT collapse to one row
- GLEIF LEI
- 2549008QNG03YMMNXZ09
- SEC EDGAR CIK
- None — not an SEC registrant
- Domain
- None on record
Disclosure history (4)newest first
- Massachusetts State AGas victim2026-07-10
Osaic Wealth, Inc. notified Massachusetts residents of a data security incident involving names, Social Security numbers, and financial account numbers. The breach appears to involve email compromise (phishing). The company provided two years of complimentary identity protection services via Epiq and enhanced employee security awareness training.
- Massachusetts State AGas victim2025-04-30
Osaic Wealth, Inc. reported a data breach to the Massachusetts Office of Consumer Affairs and Business Regulation. The breach was reported on 2025-04-30. 3 Massachusetts residents were affected.
- Massachusetts State AGas victim2025-04-14
Osaic Wealth Inc. reported a data breach to the Massachusetts Office of Consumer Affairs and Business Regulation. The breach was reported on 2025-04-14. 3 Massachusetts residents were affected.
- Maryland State AGas victim2025-02-28
iTP Partners, a financial advisory entity affiliated with Osaic Wealth, Inc., notified clients of an email phishing incident where unauthorized individuals accessed email accounts. The incident exposed names combined with other personal information. iTP Partners secured accounts, launched an investigation, implemented technical safeguards, and offered one year of Equifax identity protection services.