# Tackett Wealth Management, LLC

> Tackett Wealth Management, LLC is a state-registered investment advisory firm in Cary, NC, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 149056
- Filed as: TACKETT WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cary, NC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149056
- AdvisorCensus page: https://advisorcensus.com/firm/tackett-wealth-management-llc-cary-nc-149056

## Quick answers

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

**Where is Tackett Wealth Management, LLC located?**
Tackett Wealth Management, LLC's principal office is in Cary, NC, according to its Form ADV.

**Is Tackett Wealth Management, LLC registered with the SEC or a state?**
Tackett Wealth Management, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149056.

**How much does Tackett Wealth Management, LLC manage?**
Tackett Wealth Management, LLC reports $66,617,446 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Tackett Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (19); charitable organizations (2).

**Does Tackett Wealth Management, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149056

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $66,617,446
- Discretionary: $66,617,446
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $5,927,829 |
| High net worth individuals | 29 | $59,136,176 |
| Charitable organizations | 2 | $1,507,593 |
| Corporations or other businesses not listed above | 1 | $45,848 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149056

### Websites listed on Form ADV (Item 1.I)
- tackettwealth.com
- Facebook @tackettwealthcarync
- Facebook @tackettwealthveniceflorida
- LinkedIn @tackett-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tackett Wealth Management, LLC (CRD 149056): Form ADV filing data as of October 2026.