Sackett Wealth Advisors, Inc.
Sackett Wealth Advisors, Inc. is an SEC-registered mass-market adviser in Brea, CA with $212.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Sackett Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289950, SEC 801-111930, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $212.3M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Brea, CA
- Employees
- 5
- Clients
- 452
- CRD
- 289950
- Ownership
- SACKETT, SHAUN, JAMES; SACKETT FAMILY TRUST; SACKETT, MICHAEL, JAMES
How much AUM does Sackett Wealth Advisors, Inc. have?
Sackett Wealth Advisors, Inc. reported $212.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Sackett Wealth Advisors, Inc.?
Disclosed owners and executives of Sackett Wealth Advisors, Inc. include SACKETT, SHAUN, JAMES, SACKETT FAMILY TRUST, SACKETT, MICHAEL, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.