Sackett Wealth Advisors, Inc.
Sackett Wealth Advisors, Inc. (CRD# 289950) is a financial advisory firm headquartered in Brea, CA. They manage $133,410,835 in 886 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management133MILLION
-
Total Number of Accounts886ACCOUNTS
-
Average Account Value$150,577
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, NV, TN, TX
Michael Sackett (CRD# 1283139) is an Investment Advisor Representative working at Sackett Wealth Advisors, Inc. in Brea, CA and has over 23 years of experience in the finance industry.
Shaun Sackett (CRD# 5159743) is an Investment Advisor Representative working at Sackett Wealth Advisors, Inc. in Brea, CA and has over 12 years of experience in the finance industry.
George Ayala (CRD# 7000665) is an Investment Advisor Representative working at Sackett Wealth Advisors, Inc. in Brea, CA and has over 3 years of experience in the finance industry.
Delana Paukert (CRD# 7508284) is an Investment Advisor Representative working at Sackett Wealth Advisors, Inc. in Brea, CA and has 1 year of experience in the finance industry.