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Dachtler Wealth Advisors, LLC

● SEC registered since 2025CRD 335863SEC# 801-132853Folsom, CA
Export (members)
Reg. AUM
—
Employees
1
Accounts
—
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 employs 1 people.
www.dachtlerwealth.comView on SEC.gov ↗

Dachtler Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Heather Dachtler Huppe ControlOwner, CcoOver 75%2025

Frequently asked questions

How many employees does Dachtler Wealth Advisors, LLC have?

Dachtler Wealth Advisors, LLC reports 1 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

Address2130 E Bidwell Street, Suite 100, Folsom, CA 95630
Phone916-933-3076
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo