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: sackettwealth.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 corporation that has been SEC-registered since 2017 and operates as a capital allocator for both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses as well as for business and institutional accounts, and it offers pension consulting and manager-selection services. Fee arrangements include percentage-of-assets, hourly billing, and fixed fees. The firm does not identify as an active ESG investor and reports a single-office structure; it also lists an industry affiliation with accounting professionals.