D
$120.4M Total AUM
$120.4M Disc. AUM
-- 3Y CAGR
4 Employees
198 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
2130 E Bidwell Street Suite 100 Folsom CA
About Dachtler Wealth Advisors, LLC
Dachtler Wealth Advisors, LLC is an SEC-registered RIA in Folsom, CA providing holistic financial planning and investment management, including retirement income, tax reduction, estate and risk planning, with ongoing client communications. Based on public filings, portfolios skew to ETFs and fixed income, and custodians include Charles Schwab and SEI.
Team overview
35 AVG AGE
$30.1M AVG AUM / ADVISOR
$607.8K AVG AUM / CLIENT
1 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
DENNIS DARREL DACHTLER
Financial Planner
- CRD
- #1348432
- Ownership
- 25% but less than 50%
Available
Available
Available
HEATHER DACHTLER HUPPE
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5775602
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,350,195 | $310,982 |
| Non-Discretionary | $0 | -- |
| Total | $120,350,195 | $310,982 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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