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Sackett Wealth Advisors
Sackett Wealth Advisors is a fee-only Registered Investment Advisor firm of independent fiduciary financial advisors. They provide comprehensive financial...
Sackett Wealth Advisors
Sackett Wealth Advisors is a fee-only Registered Investment Advisor firm of independent fiduciary financial advisors. They provide comprehensive financial services and custom financial plans, partnering with clients to help them live their desired lifestyle for their lifetime. The firm prioritizes client needs and views every client relationship as a partnership built on trust.
General information
Firm type
RIA
Year founded
2000
Location
Region
North America
Country
United States
City
Brea
Principals
Mike Sackett
EA, President
Shaun Sackett
EA, CFP, Vice President, Chief Compliance Officer
George Ayala
CFP, Client Service Manager
Jenna Low
Client Service Associate
Frequently asked questions
Is Sackett Wealth Advisors registered with the SEC?
The firm's corporate suffix — 'Inc.' — and its classification as a registered investment advisor suggest an SEC or state registration, but no public filing confirming that registration has been located. Most US RIAs with regulatory status file a Form ADV that discloses key personnel and AUM.
Does the firm disclose any investment strategy or asset allocation?
No. No investment philosophy, model portfolio, sector focus, or asset-class preference is available in the public record. Most US RIAs of this profile manage discretionary balanced portfolios across public equities, fixed income, and third-party alternatives.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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