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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-28-2009
- Office Locations
- 1
Office Locations
About Tackett Wealth Management, LLC
Tackett Wealth Management is an independent, fee-only RIA and fiduciary serving successful retirees seeking objective guidance. The firm provides deeply personal private asset management using an evidence-based approach, with portfolios typically custodied at Charles Schwab. Each client is paired with a dedicated private asset manager, and the firm avoids sales loads and surrender penalties.
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Owner & Executives
BRET RODRICK TACKETT
Financial Advisor, General Partner, MANAGING PRINCIPAL, WEALTH ADVISOR
- CRD
- #4464063
- Ownership
- 75% or more
ERIN ELIZABETH TACKETT
Chief Compliance Officer, DIRECTOR OF CLIENT SERVICES, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #5440385
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,617,446 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,617,446 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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