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SACKETT WEALTH ADVISORS, INC.
CRD 289950 · SEC 801-111930
915 W. IMPERIAL HIGHWAY, SUITE 160, BREA, CA, 92821, United States
Phone
(714) 671-9330
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.3M
Discretionary AUM
$212.3M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 381 | $78.5M |
| High net worth individuals | 59 | $119.0M |
| Pension/profit sharing plans | 2 | $6.3M |
| Charitable organizations | 1 | $1.3M |
| Corporations/business entities | 9 | $7.1M |
States served
AZ, CA, LA, NV, TN, TX
All web addresses on file
Official SEC filing: View on IAPD