ria
Sachetta
LYNNFIELD, MA
CRD: 145713
In network coverage since September 1, 2026 · 5 stories
$1BRegulatory AUMSEC Form ADV · Sep 19
25EmployeesForm ADV
Regulatory AUM · Sep 5 – Sep 19
Network coverage
Succession & selling a firm
September RIA deals: median acquired firm held $489.5M in assets
Two transactions accounted for 68.3% of the month's $38.16 billion in acquired-firm AUM, per Wealth Solutions Report.