SACKETT WEALTH ADVISORS, INC. of BREA, CA is an SEC-registered investment adviser (CRD 289950). Regulatory assets under management: $212.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Shaun James Sackett | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Michael James Sackett | TRUSTEE | — |
| SACKETT MICHAEL JAMES | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; TRUSTEE; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |