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DACHTLER WEALTH ADVISORS, LLC
CRD 335863 · SEC 801-132853
2130 E BIDWELL STREET, SUITE 100, FOLSOM, CA, 95630, United States
Phone
916-933-3076
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.4M
Discretionary AUM
$120.4M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $33.4M |
| High net worth individuals | 64 | $86.9M |
States served
AZ, CA, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD