Sackett Wealth Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

915 W Imperial Hwy Ste 160, Brea, Califo...

Phone Number

(714) 671-9330

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sackett Wealth Advisors

Sackett Wealth Advisors is a financial advisory firm that offers comprehensive financial services tailored to the unique needs of each client. They prioritize building trust-based partnerships with clients, which include business owners, entrepreneurs, professionals, executives, and retirees. The firm provides personalized financial plans and ongoing advice to help clients align their financial goals with their life aspirations. With a focus on creating a comfortable and caring environment, Sackett Wealth Advisors aims to simplify complex financial decisions for their clients.Explore more
Popular SearchesSackett Wealth Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Sackett Wealth Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sackett Wealth Advisors

<$5M
1-10
Private
-
2017
GA
George AyalaCertified Financial Planner
<$5M
11-50
Private
-
-
Marquay Baul, Founder & President at Integra Private Wealth Management
Marquay BaulFounder & President
<$5M
1-10
Private
-
2022
JS
Jennifer SamoraChief Operating Officer
<$5M
11-50
Private
-
2022
AC
Adilene CalixtroManager, Client Services
<$5M
1-10
Private
-
1960
CL
Christopher LococoFinancial Wealth Advisor
<$5M
1-10
Private
-
2022
CC
Christian CoveyChief Investment Officer & Wealth Advisor & Managing Partner
<$5M
1-10
Private
-
2005
CC
Connie CarrStaff Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sackett Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sackett Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sackett Wealth Advisors.

Sackett Wealth Advisors Tech Stack

A closer look at the technologies used by Sackett Wealth Advisors

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Frequently Asked Questions Regarding Sackett Wealth Advisors

What is Sackett Wealth Advisors's official website?
Sackett Wealth Advisors's official website is www.sackettwealth.com
What is Sackett Wealth Advisors's Revenue?
Sackett Wealth Advisors's revenue is <$5 Million
What is Sackett Wealth Advisors's SIC code?
Sackett Wealth Advisors's SIC: 62,628
What is Sackett Wealth Advisors's NAICS code?
Sackett Wealth Advisors's NAICS: 52,523
How many employees does Sackett Wealth Advisors have?
Sackett Wealth Advisors has 1-10 employees
What industry does Sackett Wealth Advisors belong to?
Sackett Wealth Advisors is in the industry of: Finance, Securities Trading
What is Sackett Wealth Advisors competition?
Sackett Wealth Advisors top competitors include: Walker Covey Wealth Advisors, First Street Wealth Advisors, Integra Private Wealth Management, Axiom Wealth Alliance
What technology does Sackett Wealth Advisors use?
Some of the popular technologies that Sackett Wealth Advisors uses are: GoCentral, Microsoft 365, GoDaddy DNS, Amazon Web Hosting
How do I contact Sackett Wealth Advisors?
Sackett Wealth Advisors contact info: Phone number: (714) 671-9330 Website: www.sackettwealth.com
What does Sackett Wealth Advisors do?

Sackett Wealth Advisors is a financial advisory firm that offers comprehensive financial services tailored to the unique needs of each client. They prioritize building trust-based partnerships with clients, which include business owners, entrepreneurs, professionals, executives, and retirees. The firm provides personalized financial plans and ongoi... ng advice to help clients align their financial goals with their life aspirations. With a focus on creating a comfortable and caring environment, Sackett Wealth Advisors aims to simplify complex financial decisions for their clients.Read More

Is Sackett Wealth Advisors a public company?
Sackett Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Sackett Wealth Advisors

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