| 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 |
Sackett Wealth Advisors, Inc. reports $181.4 million in regulatory assets under management on its Form ADV.
Sackett Wealth Advisors, Inc. reports 4 employees.
Sackett Wealth Advisors, Inc. is based in Brea, CA and has been SEC-registered since 2017.
Sackett Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $181.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $181.4M |