Dachtler Wealth Advisors, LLC
● SEC registered since 2025CRD 335863SEC# 801-132853Folsom, CA
Reg. AUM
$120.4M
Employees
4
Accounts
387
Location
Folsom, CA
Dachtler Wealth Advisors, LLC assets under management
Dachtler Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Folsom, CA. The firm has been registered since 2025. It reports $120.4 million in regulatory assets under management and employs 4 people.
Dachtler Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Darrel Dachtler Control | Member | 25-50% | 2025 |
| Heather Dachtler Huppe Control | Cco, Coo, Member | 25-50% | 2025 |
| Richard Alan Rouse Control | Member | 25-50% | 2025 |
Frequently asked questions
How much does Dachtler Wealth Advisors, LLC manage?
Dachtler Wealth Advisors, LLC reports $120.4 million in regulatory assets under management on its Form ADV.
How many employees does Dachtler Wealth Advisors, LLC have?
Dachtler Wealth Advisors, LLC reports 4 employees.
Where is Dachtler Wealth Advisors, LLC located?
Dachtler Wealth Advisors, LLC is based in Folsom, CA and has been SEC-registered since 2025.
Does Dachtler Wealth Advisors, LLC disclose fund performance?
Dachtler Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2130 E Bidwell Street, Suite 100, Folsom, CA 95630 |
| Phone | 916-933-3076 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120.4M▲ 18%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$120.4Mregulatory AUM
Discretionary $120.4M