William Wilson Sowers
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Apr 2025 to now
- OsaicFeb 2025 to now
- Ironbridge Wealth Counsel LLCJan 2025 to now
- Northern Edge Advisors LLCDec 2023 to Jan 2025
- Huntington Learning CenterJul 2023 to Dec 2023
- Ironbridge Wealth Counsel LLCJun 2022 to Aug 2022
- Bar 620May 2021 to Aug 2021
- InstacartJun 2020 to Aug 2020
- Texas Christian UniversityAug 2019 to May 2023
- Naglreiter Medical Device Development OrganizationJun 2018 to Aug 2018
- CreamistryOct 2017 to Dec 2018
- Home DepotMar 2017 to Oct 2017
- Lake Travis High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8031862
- Firm CRD
- 23131