SACKETT WEALTH ADVISORS, INC.

915 W. Imperial Highway, Suite 160
Brea, California 92821
Tel: (714) 671-9330

About SACKETT WEALTH ADVISORS, INC.

SACKETT WEALTH ADVISORS, INC, formally registered with the SEC as SACKETT WEALTH ADVISORS, INC. The firm was established in 10/31/2017. They have over 1 offices throughout the country.

SACKETT WEALTH ADVISORS, INC. is a Brea, California based Financial Planning firm with nearly $153,375,087 assets under management, offering retirement planning & investment advisory services to 417 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289950
SEC#	801-111930
Assets Managed by Firm	$153,375,087
No. of Clients	417
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FINANCIAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	417	$153,375,087
Individuals (other than high net worth individuals)	366	$68,767,213
High net worth individuals	48	$78,042,782
Charitable organizations	Fewer than 5 clients	$1,188,426
Corporations or other businesses	2	$5,376,666

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