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| Keyboard |
| Dachtler Wealth Advisors LLC
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|---|---|
| CRD # | 335863 |
| SEC # | 801-132853 |
| CIK # | |
| AUM | 120.4 M (2026-03-11) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 916-933-3076 |
| Address | 2130 E Bidwell Street Folsom, CA 95630 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 33.4 |
| (b) Individuals (high net worth individuals) | 64 | 86.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 387 | 120.4 |
| By Discretionary | ||
| Discretionary | 387 | 120.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 387 | 120.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.4 | |
| Total | 387 | 120.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Kevin E Vandenberg LLC
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120.6 M | |
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10ELMS LLP
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Ironhorse Capital LLC
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Trott Brook Financial Inc
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Advanced Planning Advisors Group Inc
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|
Fullerton Advisors LLC
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|
Goldberg Financial Advisors LLC
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CA | 120.3 M |
|
Davivienda Investment Advisor USA LLC
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FL | 120.2 M |
|
American Wealth Advisors LLC
✚
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