Sackett Wealth Advisors, Inc.

$212.3MAssets under management
as of Mar 2026 · SEC Form ADV
Brea, CA
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Tech stack

No one at Sackett Wealth Advisors, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Sackett Wealth Advisors, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $124M held · filed Aug 2024
Capital Client Group, Inc.
Per Form ADV · $30M held · filed Aug 2024