# Tackett Wealth Management

Tackett Wealth Management is a RIA based in Venice, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Venice, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** tackettwealth.com
- **LinkedIn:** https://www.linkedin.com/company/tackett-wealth

## Regulatory record

- **CRD number:** 149056
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149056

## About

Tackett Wealth Management is an independent fee-only fiduciary firm that provides private wealth management to a select group of individuals and families. Investment management and financial planning are handled privately and in-house. The firm works with a limited number of clients and is led by its founders, Bret Tackett and Erin Tackett.

## People

- Bret R. Tackett — MS, CFP — Wealth Advisor | Portfolio Manager, Managing Principal
- Erin E. Tackett — Director of Client Services | Chief Compliance Officer — Principal

## Questions

### 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.

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Last updated: 2026-08-11T15:08:18.003Z

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