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| Sackett Wealth Advisors Inc
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|---|---|
| CRD # | 289950 |
| SEC # | 801-111930 |
| CIK # | |
| AUM | $212.3 M (2026-03-17) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 714-671-9330 |
| Address | 915 W Imperial Highway, Suite 160 Brea, CA 92821 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 381 | 78.5 |
| (b) Individuals (high net worth individuals) | 59 | 119.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.3 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 959 | 212.3 |
| By Discretionary | ||
| Discretionary | 959 | 212.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 959 | 212.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.2 | |
| Total | 959 | 212.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JE Simmons & Co PC
✚
|
TX | 0.2 |
|
AIFG Consultants Ltd
✚
|
NY | 0.2 |
|
Sacks & Associates LLC
✚
|
NJ | 0.2 |
|
BCK Partners Inc
✚
|
NY | 0.2 |
|
Buchanan Wealth Management LLC
✚
|
VA | 0.2 |
|
iTrust Asset Management LLC
✚
|
KY | 0.2 |
|
ORCA Investment Management LLC
✚
|
OR | 0.2 |
|
Rossjohnson & Associates LLC
✚
|
MN | 0.2 |
|
Silver Lake Capital Partners LLC
✚
|
TX | 0.2 |
|
KRM Financial Planning & Wealth Management LLC
✚
|
IL | 0.2 |