# Sackett Wealth Advisors

Sackett Wealth Advisors is a RIA based in Brea, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Brea, United States
- **Region:** North America
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** https://sackettwealth.com

## Regulatory record

- **CRD number:** 289950
- **SEC file number:** 801-111930
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289950

## About

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.

## People

- Mike Sackett — EA, President
- Shaun Sackett — EA, CFP, Vice President, Chief Compliance Officer
- George Ayala — CFP, Client Service Manager
- Jenna Low — Client Service Associate

## 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.

## Related profiles

- [AngelMD Catalyst Advisors](https://altss.com/profile/angelmd-catalyst-advisors-llc)
- [Millennial Wealth](https://altss.com/profile/millennial-wealth)

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Last updated: 2026-08-11T15:08:04.536Z

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