TACKETT WEALTH MANAGEMENT, LLC

TACKETT WEALTH MANAGEMENT, LLC of CARY, NC is an SEC-registered investment adviser (CRD 149056). Regulatory assets under management: $66.6M.

Registration

• CRD: 149056
• Type: Registered investment adviser
• Location: 2500 REGENCY PARKWAY, CARY, NC, 27518
• Phone: 919-650-6393
• Latest filing: 2026-03-31
• Regulatory AUM: $66.6M
• Discretionary AUM: $66.6M
• Clients: 3
• Accounts: 153

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149056 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search