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SACHETTA, LLC
CRD 145713File 801-100474
APPROVED
Retail clients
Custody
Filing as of Feb 24, 2026
Feed vintage Sep 23, 2026
Regulatory AUM
$1.00B
Above cohort median (national)
Discretionary AUM
$989.3M
Non-discretionary $11.0M
Clients
595
2,034 accounts
Employees
25
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 8, 2015
- Principal office
- 600 MARKET STREET, SUITE 684, LYNNFIELD, MA, 01940
- Phone
- 781-233-4138
- Website
- HTTP://WWW.SACHETTA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.00B
- Discretionary AUM
- $989.3M
- Non-discretionary AUM
- $11.0M
- Discretionary accounts
- 2,022
- Non-discretionary accounts
- 12
- Total accounts
- 2,034
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 259 | $863.5M |
| Individuals (other than high net worth individuals) | 336 | $136.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 608 | 595 | decreased by13 |
| Mar 1, 2026 | AUM | $884,096,209 | $1,000,312,141 | increased by$116,215,932 |
| Mar 1, 2026 | Accounts | 2,031 | 2,034 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 25 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 534 | 608 | increased by74 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $676,034,308 | $884,096,209 | increased by$208,061,901 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,041 | 2,031 | decreased by10 |
| Mar 1, 2022 | Employees | 13 | 17 | increased by4 |
| Mar 1, 2022 | Clients | 356 | 534 | increased by178 |
| Mar 1, 2022 | AUM | $268,849,926 | $676,034,308 | increased by$407,184,382 |
| Mar 1, 2022 | Accounts | 961 | 2,041 | increased by1,080 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SACHETTA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SACHETTA” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.