Osaic Welcomes $705 Million True Wealth Advisors from LPL Financial [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
SCOTTSDALE, Ariz., November 19, 2025 BUSINESS WIRE Osaic, Inc ("Osaic") , one of the nation's largest providers of wealth management strategies, announced that True Wealth Advisors ("True Wealth") has joined the firm from LPL Financial. The Englewood, Colorado–based independent wealth management firm oversees more than $705 million in client assets. Led by Mason Samuels , CKA®, CRPC®, AIF®, the five-advisor group includes Alex Goldstein Lloyd Sprague Sam Grizzle and Ryan Nuu , supported by Sami Merrick Jake Rolin and Ruth Leyerle . The firm specializes in helping clients build practical, goals-based wealth strategies and delivering retirement income and wealth-preservation planning for pre-retirees and retirees. "We're thrilled to welcome Mason and the True Wealth Advisors team to Osaic," said Kristen Kimmell , executive vice president of business development at Osaic. "Their dedication to helping clients build and preserve wealth aligns perfectly with our advisor-centric culture
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LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/5/25 - Form 144
- 12/5/25 - Form 144
- 12/3/25 - Form 4
- LPLA's page on the SEC website