This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$212MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$212M

Private client RAUM

$198MderivedItem 5.D individuals plus high net worth individuals

Private client share

93%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$70.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

959

Individual clients

381

High net worth clients

59

Custody, client assets

$59.2M

SEC number

801-111930

CRD

289950

Filings on the tape

16

First filed

Sep 26, 2017

Latest filed

Mar 17, 2026

Organised

Corporation, CA

Website

sackettwealth.com

• Occurred

  Sep 26, 2017
  First Form ADV filing

  Sackett Wealth Advisors, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:942b76c7-7dea-4c2f-1919-ca7cf81199bc

First observed

Sep 26, 2017

Last observed

Mar 17, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.