# TACKETT WEALTH MANAGEMENT, LLC

> FINRA firm 149056 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · CARY, NC

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 149056
- **Firm name:** TACKETT WEALTH MANAGEMENT, LLC
- **Other names:** NAME 600, TACKETT WEALTH MANAGEMENT, LLC, TACKETT WEALTH MANAGEMENT LLC, TACKETT WEALTH MANAGEMENT, TACKETT WEALTH
- **Investment Adviser scope:** ACTIVE
- **Branches:** 2
- **Has disclosure events:** YES
- **Headquarters:** CARY, NC, 27518, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/149056

## Citation

> FINRA BrokerCheck, firm 149056 (TACKETT WEALTH MANAGEMENT, LLC). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/149056.

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