PPrivate Fund Data Log in Join · $37/mo

Shaun James Sackett

Vice President & Chief Compliance OfficerSackett Wealth Advisors, Inc.CRD 5159743

About Shaun James Sackett

Shaun James Sackett is listed as Vice President & Chief Compliance Officer at Sackett Wealth Advisors, Inc. in Brea, CA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Sackett Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shaun James Sackett work?

Shaun James Sackett is listed as Vice President & Chief Compliance Officer at Sackett Wealth Advisors, Inc. on SEC Form ADV.

How much of Sackett Wealth Advisors, Inc. does Shaun James Sackett own?

Form ADV reports a beneficial ownership band of 10-25%.

Sackett Wealth Advisors, Inc.

TitleVice President & Chief Compliance Officer
Ownership10-25%
Control personYes
Since2017