This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2007
- Office Locations
- 1
Office Locations
About Sachetta, LLC
Sachetta is a fee-only, fiduciary wealth management firm in Lynnfield, MA providing full-service financial planning and investment management with proactive tax strategy and annual tax-return preparation in one integrated team. The firm focuses on helping clients minimize risk and plan for retirement and generational wealth transfer. Custody relationships include Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Stephen Patrick Ahern
Chief Executive Officer, Managing Member, President
- CRD
- #2926249
- Ownership
- 10% but less than 25%
Michael Callahan
Chief Executive Officer, Managing Member
- CRD
- #4649835
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
Jeffrey Aron
Wealth Manager
- CRD
- #4786118
Nicholas Forgione
Financial Advisor
- CRD
- #7841661
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $989,296,356 | $489,266 |
| Non-Discretionary | $11,015,785 | $917,982 |
| Total | $1,000,312,141 | $491,796 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing