Sachetta, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $989M
- Clients
- 595
- Avg AUM / client
- $1.7M
- Accounts
- 2,034
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 336 | $137M | 13.7% |
| High net worth individuals | 259 | $864M | 86.3% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Callahan | Managing Member, Ceo | Nov 2007 (19y) | 10% – 25% | |
| Sachetta, Stephen | Managing Member | Nov 2007 (19y) | 10% – 25% | |
| Joseph Sachetta | Manager Emeritus | CFP | Dec 2007 (19y) | Less than 5% |
| Eric Sachetta | Member, Financial Advisor | Oct 2017 (9y) | 10% – 25% | |
| Matthew John Stead | Member, Chief Compliance Officer | Oct 2019 (7y) | 10% – 25% | |
| Georgios Liakakis | Member | Jan 2020 (7y) | 10% – 25% | |
| Stephen Patrick Ahern | Managing Member, President | CFP Personal Financial Specialist | Jan 2022 (5y) | 10% – 25% |
| Janice Darlene Mc Garry | Registered representative | Mar 2022 (4y) | ||
| Jeffrey Aron | Registered representative | CFP | Mar 2022 (4y) | |
| Domenica Marie Lurvey | Registered representative | Nov 2023 (3y) | ||
| Nicholas Forgione | Registered representative | Jan 2024 (3y) | ||
| Kevin Sanchez | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 963 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $790M (79% of AUM) Feb 2026
- Charles Schwab & Co. $158M (16% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗