Sackett Wealth Advisors, Inc.
● SEC registered since 2017CRD 289950SEC# 801-111930Brea, CA
Reg. AUM
$212.3M
Employees
5
Accounts
959
Location
Brea, CA
Sackett Wealth Advisors, Inc. assets under management
Sackett Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Brea, CA. The firm has been registered since 2017. It reports $212.3 million in regulatory assets under management and employs 5 people.
Sackett Wealth Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sackett Family Trust Control | Owner | Over 75% | 2017 |
| Shaun James Sackett Control | Vice President & Chief Compliance Officer | 10-25% | 2017 |
| Michael James Sackett Control | Trustee | Over 75% | 2002 |
Frequently asked questions
How much does Sackett Wealth Advisors, Inc. manage?
Sackett Wealth Advisors, Inc. reports $212.3 million in regulatory assets under management on its Form ADV.
How many employees does Sackett Wealth Advisors, Inc. have?
Sackett Wealth Advisors, Inc. reports 5 employees.
Where is Sackett Wealth Advisors, Inc. located?
Sackett Wealth Advisors, Inc. is based in Brea, CA and has been SEC-registered since 2017.
Does Sackett Wealth Advisors, Inc. disclose fund performance?
Sackett Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 915 W. Imperial Highway, Suite 160, Brea, CA 92821 |
| Phone | (714) 671-9330 |
| Office hours | 8:30A - 5:30P |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$212.3M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$212.3Mregulatory AUM
Discretionary $212.3M