← Back to searchVisit website
TACKETT WEALTH MANAGEMENT, LLC
CRD 149056
2500 REGENCY PARKWAY, CARY, NC, 27518, United States
Phone
919-650-6393
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$66.6M
Discretionary AUM
$66.6M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $5.9M |
| High net worth individuals | 29 | $59.1M |
| Charitable organizations | 2 | $1.5M |
| Corporations/business entities | 1 | $46K |
All web addresses on file
Official SEC filing: View on IAPD