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SACHETTA, LLC

CRD 145713 · SEC 801-100474

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600 MARKET STREET, SUITE 684, LYNNFIELD, MA, 01940, United States

Phone

781-233-4138

Fax

781-233-4249

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.00B

Discretionary AUM

$989.3M

Team

25 total employees; 10 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals336$136.8M
High net worth individuals259$863.5M

States served

MD, MA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD