LP Profile

Sachetta

Also known as sachetta

Wealth ManagerLynnfield, United StatesFounded 1984
$1.0B
Assets Under Management
Lynnfield
Headquarters
Investment Focus

About Sachetta

Sachetta is a wealth management firm based in Lynnfield, Massachusetts, founded in 1984. It has formed a partnership with Allworth Financial, a firm founded more than 30 years ago by Scott Hanson and Pat McClain that combines investment management, tax planning, legacy planning and insurance guidance. Sachetta's office remains at Market Street in Lynnfield, and its team continues to serve clients under the partnership. The given data lists about $1.0 billion in assets under management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Sachetta from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.0B
Total Clients
2,034
Filing Date
February 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Sachetta across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Sachetta?

Sachetta is a wealth manager based in Lynnfield, United States, managing approximately $1.0B in assets.

Where is Sachetta headquartered?

Sachetta is headquartered in Lynnfield, United States.

How much does Sachetta manage?

Sachetta manages approximately $1.0B in assets under management.

When was Sachetta founded?

Sachetta was founded in 1984.

How can I contact Sachetta?

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