Sackett Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Brea, CA. Its latest Form ADV filing, dated March 17, 2026, reports $212M in regulatory assets under management, 5 employees, and 959 accounts.
Assets Under Management
$212M
Employees
5
Offices
--
Total Clients
452
Primary office
BREA, CA
915 W. IMPERIAL HIGHWAY, SUITE 160, BREA, CA, United States
Top client segmentIndividuals represent 84.3% of total clients.
Top client categories% of clientsClients
1
Individuals
84.3%
381
2
HNWI
13.1%
59
3
Corporations
2.0%
9
4
Pension Plans
0.4%
2
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$212Mas of March 17, 2026
Discretionary100.0%
$212M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$212M
Total Accounts959
10Y AUM Change+$212M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee90:1
10Y Employee Change+3 (+150.0%)
* 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.