Overview
Assets Under Management: $212 million
Headquarters: BREA, CA
High-Net-Worth Clients: 59
Average Client Assets: $2.0 million
Frequently Asked Questions
SACKETT WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289950), SACKETT WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
SACKETT WEALTH ADVISORS, INC. is headquartered in BREA, CA.
SACKETT WEALTH ADVISORS, INC. serves 59 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, SACKETT WEALTH ADVISORS, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SACKETT WEALTH ADVISORS, INC. manages $212 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, SACKETT WEALTH ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.05%
Average Client Assets: $2.0 million
Total Client Accounts: 959
Discretionary Accounts: 959
Regulatory Filings
CRD Number: 289950
Filing ID: 2070655
Last Filing Date: 2026-03-17 12:39:53