Tackett Wealth Management, LLC
Tackett Wealth Management, LLC (CRD# 149056) is a financial advisory firm headquartered in Cary, NC. They manage $60,809,414 in 160 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Tackett Wealth Management, LLC
By the Numbers
-
Total Assets Under Management61MILLION
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$380,059
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, TX
Financial Advisors at Tackett Wealth Management, LLC
1
Bret Tackett (CRD# 4464063) is an Investment Advisor Representative working at Tackett Wealth Management, LLC in Cary, NC and has over 22 years of experience in the finance industry.
2
Erin Tackett (CRD# 5440385) is an Investment Advisor Representative working at Tackett Wealth Management, LLC in Cary, NC and has over 15 years of experience in the finance industry.
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