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Vice President & Chief Compliance Officer · Sackett Wealth Advisors, Inc.

Shaun J. Sackett

CRD 5159743 · Named on Form ADV at one SEC-registered adviser

At a glance

Sackett Wealth Advisors, Inc., an SEC-registered wealth manager based in Brea, CA with $212 million in regulatory assets, lists Shaun J. Sackett on its Form ADV as Vice President & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Shaun’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shaun’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.