SACKETT WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 2017

Total AUM

$212M

Discretionary

$212M

100% of AUM

Avg account

$221K

Accounts

959

Employees

Advisory reps

Firm details

Headquarters: BREA, California
CRD number: 289950
Registered since: October 31, 2017
Website: www.sackettfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.05%
Individuals37%
Corporations / Businesses3.37%
Pension & Profit Sharing Plans2.96%
Charitable Organizations0.63%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sackett Wealth Advisors, Inc. is a small, fee-based advisory firm that provides portfolio management to individuals, families and institutions. The firm offers discretionary portfolio management for individual and business clients, pension consulting and the selection of outside advisers. Its fee structure combines percentage-of-AUM billing with hourly and fixed-fee engagements. Sackett does not identify as an active ESG investor and is not registered as a multi-state adviser.