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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT FAMILY TRUST | DE | OWNER | E | Control |
| SACKETT, SHAUN, JAMES | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| SACKETT, SHAUN, JAMES | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| SACKETT, SHAUN, JAMES | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| SACKETT, SHAUN, JAMES | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| SACKETT, SHAUN, JAMES | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| SACKETT, SHAUN, JAMES | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| SACKETT, SHAUN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | A | Control |
| SACKETT, SHAUN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | A | Control |
| SACKETT, SHAUN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | A | Control |
| SACKETT, SHAUN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | A | Control |
| SACKETT, SHAUN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | A | Control |
| SACKETT, SHAUN, JAMES | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
| SACKETT, SHAUN, JAMES | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
| SACKETT, SHAUN, JAMES | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
| SACKETT, SHAUN, JAMES | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
| SACKETT, MICHAEL, JAMES | I | SACKETT FAMILY TRUST | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (7)
AZ CA LA NV TN TX WA
Address
915 W. IMPERIAL HIGHWAY, SUITE 160BREA, CA 92821
United States
Phone: (714) 671-9330