TACKETT WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- CARY, North Carolina
- CRD number
- 149056
- Website
- www.tackettwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.77%
- Individuals8.9%
- Charitable Organizations2.26%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tackett Wealth Management, LLC is an independent, owner-operated registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-AUM fees, hourly billing, and fixed fees. Tackett identifies as an active ESG investor and reports using third‑party managers for certain alternative exposures while not positioning itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1BRET TACKETT
President, CEOCRD 4464063
Contacts
1 of 1ERIN TACKETT
Director of Client ServicesCRD 5440385
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARY, NC
WAKE
Location
CARY, NC
Headquartered in CARY, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 2500 Regency Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
REALM INVESTMENT CONSULTING LLC
RIACARY, NC
WYATT FINANCIAL L.L.C.
RIACARY, NC
CAROLINA WEALTH STRATEGIES, LLC
RIACARY, NC
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
RIACARY, NC
ENDURANCE FINANCIAL LLC
RIACARY, NC
CARY FINANCIAL PLANNING, LLC
RIACARY, NC