Investment adviser · CRD 154011

OSBORN STEELE WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

· Form ADV filed Jan 5, 2012

Regulatory AUM
$15M
Form ADV · Item 5.F
Client accounts
20
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 5, 2012. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

CRD 154011

Filing source

Form ADV 600489 · Jan 5, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.