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).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    886
    ACCOUNTS
  • Average Account Value
    $150,577
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV, TN, TX

Financial Advisors at Sackett Wealth Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michael J. Sackett
CRD#: 1283139
915 W. Imperial Highway, Suite 160, Brea, CA 92821

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.

2
Shaun J. Sackett
CRD#: 5159743
915 W. Imperial Highway, Suite 160, Brea, CA 92821

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.

3
George Ayala
CRD#: 7000665
915 W. Imperial Highway, Suite 160, Brea, CA 92821

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.

4
Delana G. Paukert
CRD#: 7508284
915 W. Imperial Highway, Suite 160, Brea, CA 92821

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.

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