Dachtler Wealth Advisors, LLC
Dachtler Wealth Advisors, LLC is an SEC-registered mass-market adviser in Folsom, CA with $120.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Dachtler Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335863, SEC 801-132853, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $120.4M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Folsom, CA
- Employees
- 4
- Clients
- 198
- CRD
- 335863
- Ownership
- ROUSE, RICHARD, ALAN; HUPPE, HEATHER, DACHTLER; DACHTLER, DENNIS, DARREL
How much AUM does Dachtler Wealth Advisors, LLC have?
Dachtler Wealth Advisors, LLC reported $120.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Dachtler Wealth Advisors, LLC?
Disclosed owners and executives of Dachtler Wealth Advisors, LLC include ROUSE, RICHARD, ALAN, HUPPE, HEATHER, DACHTLER, DACHTLER, DENNIS, DARREL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.