SACKETT WEALTH ADVISORS, INC.
CRD #289950 SEC #801-111930 BREA, CA (714) 671-9330
SEC Registered
Total AUM
$181.4M
Discretionary
$181.4M
Employees
4
Clients
0
Accounts
906
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $181.4M | $181.4M | $0 | 4 | 0 |
| Aug 2024 | $153.4M | $153.4M | $0 | 4 | 0 |
| Mar 2024 | $153.4M | $153.4M | $0 | 4 | 0 |
| Mar 2023 | $133.4M | $133.4M | $0 | 4 | 0 |
| Oct 2022 | $162M | $141.5M | $20.5M | 3 | 1 |
| Mar 2022 | $162M | $141.5M | $20.5M | 3 | 1 |
| Mar 2021 | $134.8M | $134.8M | $0 | 4 | 0 |
| May 2020 | $131.8M | $0 | $131.8M | 3 | 0 |
| Mar 2020 | $131.8M | $0 | $131.8M | 3 | 0 |
| Mar 2019 | $101M | $0 | $101M | 4 | 0 |
| Mar 2018 | $103.2M | $0 | $103.2M | 2 | 0 |
| Feb 2018 | $0 | $0 | $0 | 2 | 0 |
| Nov 2017 | $0 | $0 | $0 | 2 | 0 |
| Sep 2017 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$162M
Discretionary$141.5M
Non-Disc.$20.5M
Employees3
Clients1
DateMar 2022
Total AUM$162M
Discretionary$141.5M
Non-Disc.$20.5M
Employees3
Clients1
DateMar 2021
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$131.8M
Discretionary$0
Non-Disc.$131.8M
Employees3
Clients0
DateMar 2020
Total AUM$131.8M
Discretionary$0
Non-Disc.$131.8M
Employees3
Clients0
DateMar 2019
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees4
Clients0
DateMar 2018
Total AUM$103.2M
Discretionary$0
Non-Disc.$103.2M
Employees2
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0