Overview
Assets Under Management: $120 million
Headquarters: FOLSOM, CA
High-Net-Worth Clients: 64
Average Client Assets: $1.4 million
Frequently Asked Questions
DACHTLER WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335863), DACHTLER WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
DACHTLER WEALTH ADVISORS, LLC is headquartered in FOLSOM, CA.
DACHTLER WEALTH ADVISORS, LLC serves 64 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, DACHTLER WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
DACHTLER WEALTH ADVISORS, LLC manages $120 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, DACHTLER WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.24%
Average Client Assets: $1.4 million
Total Client Accounts: 387
Discretionary Accounts: 387
Regulatory Filings
CRD Number: 335863
Filing ID: 2070915
Last Filing Date: 2026-03-11 19:10:15