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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-03-2015
- Office Locations
- 1
Office Locations
About Sacks & Associates, LLC
Sacks & Associates Wealth Management is a privately held wealth advisory firm (est. 2008) providing investment management and retirement planning alongside estate, tax, insurance/risk, and college planning for individuals, families, trusts, and corporate retirement plans. The firm focuses on long-term, downside-aware, diversified portfolios—largely ETF-based—and is known for serving professionals such as doctors, lawyers, accountants, and college professors, with plans implemented on a non-discretionary basis using proprietary methods.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NEIL JAY SACKS
Chief Compliance Officer
- CRD
- #864757
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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EDGAR GIOVANNI LARA
Private Wealth Advisor
- CRD
- #3241195
JAIME DAE YOUNG
Financial Advisor, General Partner
- CRD
- #4458645
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,676,319 | $600,262 |
| Non-Discretionary | $38,133,255 | $537,088 |
| Total | $212,809,574 | $587,872 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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