RIA · CRD 149056SEC-Registered

Updated:

Tackett Wealth Management

TACKETT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in CARY, NC. The firm manages $67 million in assets. It has 3 employees and 2 investment...

Tackett Wealth Management

TACKETT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in CARY, NC. The firm manages $67 million in assets. It has 3 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who controls Tackett Wealth Management?

No publicly available records identify the firm's ownership or control structure. The name suggests a connection to the Tackett family, but no SEC filings, press releases, or professional biographies confirm this. Allocators seeking to work with the firm would need to request this information directly.

What services does Tackett Wealth Management provide?

Based on its RIA registration, Tackett Wealth Management likely provides investment advisory and wealth management services to high-net-worth individuals or families. The firm does not publicly disclose whether it offers financial planning, tax management, or direct investment capabilities.

Does Tackett Wealth Management invest in alternatives?

There is no public evidence that Tackett Wealth Management allocates to alternative asset classes such as private equity or hedge funds. The firm's lack of visibility in industry databases and news reports suggests it may focus on traditional public markets or serve as a pure advisory practice.

How large is Tackett Wealth Management?

The firm does not publicly disclose its assets under management. No industry rankings or regulatory filings provide a credible estimate. Based on its low public profile, the firm is likely a small advisory practice managing well under $500 million.

Where is Tackett Wealth Management based?

The firm's headquarters location is not confirmed in public records. The corporate registration as a Delaware LLC does not indicate its principal place of business. Allocators should verify the firm's physical address before engaging.

Profile maintained by 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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