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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-31-2017
- Office Locations
- 1
Office Locations
About Sackett Wealth Advisors, Inc.
Sackett Wealth Advisors provides comprehensive, goals-based financial planning with customized plans and ongoing advice, including investment portfolio construction, retirement and tax planning, and insurance needs. The firm works with business owners, entrepreneurs, executives, professionals, and retirees seeking to simplify complex decisions and align money with life goals. Based in Brea, CA, client assets are custodied with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
SHAUN JAMES SACKETT
Chief Compliance Officer, VICE PRESIDENT, Wealth Advisor
- CRD
- #5159743
- Ownership
- 10% but less than 25%
Showing 1 of 1 owners & executives
Unlock allContacts
George Ayala Jr
Client Service Manager
- CRD
- #7000665
MICHAEL JAMES SACKETT
Wealth Advisor
- CRD
- #1283139
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,277,685 | $221,353 |
| Non-Discretionary | $0 | -- |
| Total | $212,277,685 | $221,353 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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