Sackett Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Sackett Wealth Advisors reports 452 clients. They include 381 individual clients, 59 high-net-worth individuals, and 9 corporations and other businesses. Of its assets, 100.0% ($212M across 959 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 37% |
| High-net-worth individuals | 13% | 56% |
| Pension and profit-sharing plans | <1% | 3% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 381 | $78.5M | 37.0% | $206K |
| High-net-worth individuals | 59 | $119M | 56.0% | $2.02M |
| Pension and profit-sharing plans | Fewer than 5 | $6.29M | 3.0% | $3.14M |
| Charitable organizations | Fewer than 5 | $1.33M | 0.6% | $1.33M |
| Corporations and other businesses | 9 | $7.15M | 3.4% | $794K |
| Total | 452 | $212M | 100% | — |
- Clients
- 381
- Regulatory AUM
- $78.5M
- AUM share
- 37.0%
- Avg. per client
- $206K
- Clients
- 59
- Regulatory AUM
- $119M
- AUM share
- 56.0%
- Avg. per client
- $2.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.29M
- AUM share
- 3.0%
- Avg. per client
- $3.14M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.33M
- AUM share
- 0.6%
- Avg. per client
- $1.33M
- Clients
- 9
- Regulatory AUM
- $7.15M
- AUM share
- 3.4%
- Avg. per client
- $794K
Total
- Clients
- 452
- Regulatory AUM
- $212M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Sackett Wealth Advisors charges up to 1.20% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting
- Financial consulting is billed hourly at a maximum of $250 an hour or as a flat fee, based on scope and complexity; no retainer above $1,200 is required when work cannot be finished within six months.
- Retirement Plan Consulting
- Retirement plan consulting is billed as a percentage of plan assets that will not exceed 1.20%, with fee terms set case by case in the consulting agreement.
Sackett Family Trust owns 75% or more of Sackett Wealth Advisors and is in turn owned by Michael Sackett (75% or more). The leadership team of Sackett Wealth Advisors includes President Shaun Sackett. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- Owns 75% or more of Sackett Wealth Advisors, Inc.
Sackett Family Trust
Control person · since October 2017
- Owns 75% or more of Sackett Family Trust
Michael Sackett
Control person · since February 2002
- Owns 10% to 25% of Sackett Wealth Advisors, Inc.
Shaun Sackett
Control person · since October 2017
Sackett Wealth Advisors’ regulatory assets grew 1.6× from $135M (March 2021) to $212M (March 2026); clients rose from 392 to 452 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $212M | 452 | 5 | 1 |
| Mar 2025March 2025 | $181M | 425 | 4 | 1 |
| Mar 2024March 2024 | $153M | 416 | 4 | 1 |
| Mar 2023March 2023 | $133M | 416 | 4 | 1 |
| Mar 2022March 2022 | $162M | 414 | 3 | 1 |
| Mar 2021March 2021 | $135M | 392 | 4 | 1 |
Besides its headquarters, Sackett Wealth Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 915 W. Imperial Highway, Suite 160, BreaHQ
Contact and registration details
- Legal name
- Sackett Wealth Advisors, Inc.
- Headquarters
- 915 W. Imperial Highway, Suite 160, Brea, CA 92821
- Website
- sackettwealth.com
- Phone
- 714-671-9330
- SEC file
- 801-111930
- Structure
- California corporation
- Fiscal year end
- December
Sackett Wealth Advisors’ named custodians for separately managed accounts are Charles Schwab ($178M, 84%) and Capital Client Group ($34.6M, 16%). Sackett Wealth Advisors has custody of $59.2M for 112 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $178M84%
- Capital Client GroupCapital Client Group, Inc. · Los Angeles, CA · $34.6M16%
At year end, Sackett Wealth Advisors’ separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks2%
- Funds92%
- Bonds1%
- Cash5%
How many clients does Sackett Wealth Advisors have?
Sackett Wealth Advisors has 452 clients and manages $212 million for them, as of March 2026. They include 381 individual clients, 59 high-net-worth individuals, and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Sackett Wealth Advisors offer?
Sackett Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sackett Wealth Advisors charge?
Sackett Wealth Advisors charges up to 1.20% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 17 March 2026
Which custodians does Sackett Wealth Advisors use?
Sackett Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $178M and Capital Client Group, Inc. (Los Angeles, CA), with $34.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Sackett Wealth Advisors have?
Sackett Wealth Advisors has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sackett Wealth Advisors invest in?
At the end of its last fiscal year, Sackett Wealth Advisors’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 2% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sackett Wealth Advisors?
Sackett Wealth Advisors is owned through a trust by Michael Sackett. Its direct owners are Shaun Sackett (10% to 25%) and Sackett Family Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Sackett Wealth Advisors get paid?
Sackett Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sackett Wealth Advisors?
Sackett Wealth Advisors’ main office is at 915 W. Imperial Highway, Suite 160, Brea, CA 92821. Its phone number is 714-671-9330. Its website is sackettwealth.com.
