AdvisorOS Directory
Claim Profile
SS

Shaun James Sackett

SACKETT WEALTH ADVISORS, INC.·BREA, California
Unclaimed Profile
915 W. IMPERIAL HIGHWAY, SUITE 160, BREA, CA 92821CRD# 5159743Firm CRD# 289950
01

About

Shaun James Sackett is a registered financial advisor based in BREA, California, affiliated with SACKETT WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
SACKETT WEALTH ADVISORS, INC.
SACKETT WEALTH ADVISORS, INC.
AUM
$153M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SACKETT WEALTH ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5159743
Firm CRD# 289950
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BREA?

Browse all registered financial advisors in BREA, California or claim this profile if it's yours.

Browse BREA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Shaun James Sackett offer?
Shaun James Sackett specializes in Investment Management, Wealth Management. Contact their office in BREA, California for a consultation.
What are Shaun James Sackett's credentials?
Shaun James Sackett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shaun James Sackett located?
Shaun James Sackett is based in BREA, California, working with SACKETT WEALTH ADVISORS, INC.. Their office serves clients in the BREA metropolitan area and surrounding communities.
How does Shaun James Sackett charge for services?
Shaun James Sackett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SACKETT WEALTH ADVISORS, INC.?
SACKETT WEALTH ADVISORS, INC. has approximately 4 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BREA
George Dale Mcdaniel — LIGHTHOUSE FINANCIAL SERVICES INCRobert George Mcdaniel — LIGHTHOUSE FINANCIAL SERVICES INCMichael Robert Verity — LIGHTHOUSE FINANCIAL SERVICES INCMorris Antoine Boladian — CML WEALTH MANAGEMENT, LLCDavid Earle Sweet — DES FINANCIAL GROUP, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile