LYNNFIELD, MACRD 145713Latest ADV February 24, 2026
Sachetta, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lynnfield, MA. Its latest Form ADV filing, dated February 24, 2026, reports $1.0B in regulatory assets under management, 25 employees, 1 office, and 2,034 accounts.
Assets Under Management
$1.0B
Employees
25
Offices
1 office
Total Clients
595
Primary office
LYNNFIELD, MA
600 MARKET STREET, SUITE 684, LYNNFIELD, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.5% of total clients.
Top client categories% of clientsClients
1
Individuals
56.5%
336
2
HNWI
43.5%
259
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of February 24, 2026
Discretionary98.9%
$989M
99% of total RAUM98.9%
Non-discretionary1.1%
$11M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts2,034
10Y AUM Change+$840M (+525.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee24:1
10Y Employee Change+8 (+47.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.