DACHTLER WEALTH ADVISORS, LLC
CRD #335863 SEC #801-132853 FOLSOM, CA 916-933-3076
SEC Registered
Total AUM
$102.2M
Discretionary
$102.2M
Employees
1
Clients
0
Accounts
85
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HUPPE, HEATHER, DACHTLER | I | OWNER, CCO | E | Control |
| HUPPE, HEATHER, DACHTLER | I | OWNER, CCO | E | Control |
| HUPPE, HEATHER, DACHTLER | I | OWNER, CCO | E | Control |
| HUPPE, HEATHER, DACHTLER | I | OWNER, CCO | E | Control |
Registrations
Federal
IA
Oct 24, 2025 REGISTERED
Notice Filings (1)
CA
Address
2130 E BIDWELL STREETSUITE 100
FOLSOM, CA 95630
United States
Phone: 916-933-3076