Tackett Wealth Management, LLC

Tackett Wealth Management, LLC (CRD# 149056) is a financial advisory firm headquartered in Venice, FL. They manage $37,685,495 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $724,721
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Tackett Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bret R. Tackett
CRD#: 4464063
304 W. Venice Ave, Suite 218, Venice, FL 34285
96
Wealthminder
score

Bret Tackett (CRD# 4464063) is an Investment Advisor Representative working at Tackett Wealth Management, LLC in Venice, FL and has over 14 years of experience in the finance industry. Bret Tackett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Erin E. Tackett
CRD#: 5440385
304 W. Venice Ave, Suite 218, Venice, FL 34285
93
Wealthminder
score

Erin Tackett (CRD# 5440385) is an Investment Advisor Representative working at Tackett Wealth Management, LLC in Venice, FL and has over 7 years of experience in the finance industry.

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