Sackett Wealth Advisors, Inc.

Overview

Sackett Wealth Advisors, Inc. is an SEC registered investment adviser based in Brea, CA, registered since 2017. It reports $212M in assets under management across 959 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$212M

Discretionary

100%

Accounts

959

Average account

$221K

Employees

5

Advisory reps

3

Registered since

2017

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Shaun James Sackett Vice President, Chief Compliance Officer CRD 5159743

Advisory reps 3 of 3

• George Ayala Jr. Insurance Agent · Investment Adviser Rep CRD 7000665
• Michael James Sackett Investment Adviser Rep CRD 1283139
• Shaun James Sackett Insurance Agent · Investment Adviser Rep CRD 5159743

Location

Headquarters

915 W Imperial Hwy Ste 160
Brea, CA 92821

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: sackettwealth.com

Every state, with registration dates

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