# Sackett Wealth Advisors, Inc.

> Sackett Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Brea, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 289950
- Filed as: SACKETT WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brea, CA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289950
- AdvisorCensus page: https://advisorcensus.com/firm/sackett-wealth-advisors-inc-brea-ca-289950

## Quick answers

**How is Sackett Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Sackett Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Sackett Wealth Advisors, Inc. located?**
Sackett Wealth Advisors, Inc.'s principal office is in Brea, CA, according to its Form ADV.

**Is Sackett Wealth Advisors, Inc. registered with the SEC or a state?**
Sackett Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289950.

**How much does Sackett Wealth Advisors, Inc. manage?**
Sackett Wealth Advisors, Inc. reports $212,277,685 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Sackett Wealth Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Sackett Wealth Advisors, Inc.: Regulatory assets under management: $134,782,783 in the October 2021 data and $212,277,685 in the October 2026 data, up 57%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sackett Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (381); high net worth individuals (59); corporations or other businesses not listed above (9).

**Which custodians does Sackett Wealth Advisors, Inc. use?**
Sackett Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Sackett Wealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289950

**What changed in Sackett Wealth Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $181,383,180 to $212,277,685 (+17%). Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $212,277,685
- Discretionary: $212,277,685
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 381 | $78,539,608 |
| High net worth individuals | 59 | $118,972,083 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $6,288,346 |
| Charitable organizations | 1 | $1,332,181 |
| Corporations or other businesses not listed above | 9 | $7,145,467 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, NV, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sackettwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,782,783 | 4 | March 24, 2021 |
| October 2022 | $161,962,045 | 3 | March 25, 2022 |
| October 2023 | $133,410,835 | 4 | March 23, 2023 |
| October 2024 | $153,375,087 | 4 | August 12, 2024 |
| October 2025 | $181,383,180 | 4 | March 28, 2025 |
| October 2026 | $212,277,685 | 5 | March 17, 2026 |

Regulatory assets under management: $134,782,783 in the October 2021 data and $212,277,685 in the October 2026 data, up 57%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $181,383,180 to $212,277,685 (+17%).
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sackett Wealth Advisors, Inc. (CRD 289950): Form ADV filing data as of October 2026.