SACHETTA, LLC
CRD #145713 SEC #801-100474 LYNNFIELD, MA 781-233-4138
SEC Registered
Total AUM
$884.1M
Discretionary
$877.1M
Employees
25
Clients
251
Accounts
2,031
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $884.1M | $877.1M | $7M | 25 | 0 |
| Jun 2025 | $884.1M | $877.1M | $7M | 25 | 0 |
| Feb 2025 | $884.1M | $877.1M | $7M | 25 | 0 |
| Feb 2024 | $720.2M | $713.9M | $6.4M | 26 | 5 |
| Nov 2023 | $649.9M | $644.3M | $5.7M | 24 | 0 |
| Feb 2023 | $649.9M | $644.3M | $5.7M | 24 | 0 |
| Jun 2022 | $676M | $660.9M | $15.1M | 17 | 10 |
| Feb 2022 | $676M | $660.9M | $15.1M | 17 | 10 |
| Feb 2022 | $268.8M | $268.8M | $0 | 13 | 0 |
| Feb 2022 | $268.8M | $268.8M | $0 | 13 | 0 |
| Jan 2022 | $268.8M | $268.8M | $0 | 13 | 0 |
| Dec 2021 | $268.8M | $268.8M | $0 | 13 | 0 |
| May 2021 | $268.8M | $268.8M | $0 | 13 | 0 |
| Jan 2021 | $268.8M | $268.8M | $0 | 13 | 0 |
| Jul 2020 | $232.9M | $232.9M | $0 | 12 | 0 |
| Jul 2020 | $232.9M | $232.9M | $0 | 12 | 0 |
| Jun 2020 | $232.9M | $232.9M | $0 | 12 | 0 |
| Jan 2020 | $232.9M | $232.9M | $0 | 12 | 0 |
| Oct 2019 | $203.4M | $203.4M | $0 | 11 | 0 |
| Oct 2019 | $203.4M | $203.4M | $0 | 11 | 0 |
| Jul 2019 | $203.4M | $203.4M | $0 | 12 | 0 |
| Feb 2019 | $203.4M | $203.4M | $0 | 12 | 0 |
| Oct 2018 | $193.5M | $193.5M | $0 | 13 | 0 |
| Feb 2018 | $193.5M | $193.5M | $0 | 13 | 0 |
| Aug 2017 | $160M | $160M | $0 | 17 | 400 |
| Jul 2017 | $160M | $160M | $0 | 17 | 400 |
| Jan 2017 | $160M | $160M | $0 | 17 | 400 |
| Jul 2016 | $145.3M | $145.3M | $0 | 13 | 300 |
| Jan 2016 | $145.3M | $145.3M | $0 | 13 | 300 |
| Aug 2015 | $145M | $145M | $0 | 14 | 300 |
| Jul 2015 | $103.5M | $103.5M | $0 | 13 | 300 |
| Jun 2015 | $103.5M | $103.5M | $0 | 13 | 300 |
DateAug 2025
Total AUM$884.1M
Discretionary$877.1M
Non-Disc.$7M
Employees25
Clients0
DateJun 2025
Total AUM$884.1M
Discretionary$877.1M
Non-Disc.$7M
Employees25
Clients0
DateFeb 2025
Total AUM$884.1M
Discretionary$877.1M
Non-Disc.$7M
Employees25
Clients0
DateFeb 2024
Total AUM$720.2M
Discretionary$713.9M
Non-Disc.$6.4M
Employees26
Clients5
DateNov 2023
Total AUM$649.9M
Discretionary$644.3M
Non-Disc.$5.7M
Employees24
Clients0
DateFeb 2023
Total AUM$649.9M
Discretionary$644.3M
Non-Disc.$5.7M
Employees24
Clients0
DateJun 2022
Total AUM$676M
Discretionary$660.9M
Non-Disc.$15.1M
Employees17
Clients10
DateFeb 2022
Total AUM$676M
Discretionary$660.9M
Non-Disc.$15.1M
Employees17
Clients10
DateFeb 2022
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees13
Clients0
DateFeb 2022
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees13
Clients0
DateJan 2022
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees13
Clients0
DateDec 2021
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees13
Clients0
DateMay 2021
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees13
Clients0
DateJan 2021
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees13
Clients0
DateJul 2020
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees12
Clients0
DateJul 2020
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees12
Clients0
DateJan 2020
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees12
Clients0
DateOct 2019
Total AUM$203.4M
Discretionary$203.4M
Non-Disc.$0
Employees11
Clients0
DateOct 2019
Total AUM$203.4M
Discretionary$203.4M
Non-Disc.$0
Employees11
Clients0
DateJul 2019
Total AUM$203.4M
Discretionary$203.4M
Non-Disc.$0
Employees12
Clients0
DateFeb 2019
Total AUM$203.4M
Discretionary$203.4M
Non-Disc.$0
Employees12
Clients0
DateOct 2018
Total AUM$193.5M
Discretionary$193.5M
Non-Disc.$0
Employees13
Clients0
DateFeb 2018
Total AUM$193.5M
Discretionary$193.5M
Non-Disc.$0
Employees13
Clients0
DateAug 2017
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees17
Clients400
DateJul 2017
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees17
Clients400
DateJan 2017
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees17
Clients400
DateJul 2016
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees13
Clients300
DateJan 2016
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees13
Clients300
DateAug 2015
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees14
Clients300
DateJul 2015
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees13
Clients300
DateJun 2015
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees13
Clients300