RIA Intel›Advisers›North Carolina›TACKETT WEALTH MANAGEMENT, LLC

TACKETT WEALTH MANAGEMENT, LLC

Advisory

CARY, NC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NC
#469
of 516 advisers by AUM
Average account
$435K
across 153 accounts
AUM per adviser
$33M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$67M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$67M
Discretionary AUM$67M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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