Dachtler Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Dachtler Wealth Advisors reports 198 clients. They include 134 individual clients and 64 high-net-worth individuals. Of its assets, 100.0% ($120M across 387 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 28% |
| High-net-worth individuals | 32% | 72% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 134 | $33.4M | 27.8% | $249K |
| High-net-worth individuals | 64 | $86.9M | 72.2% | $1.36M |
| Total | 198 | $120M | 100% | $608K |
- Clients
- 134
- Regulatory AUM
- $33.4M
- AUM share
- 27.8%
- Avg. per client
- $249K
- Clients
- 64
- Regulatory AUM
- $86.9M
- AUM share
- 72.2%
- Avg. per client
- $1.36M
Total
- Clients
- 198
- Regulatory AUM
- $120M
- AUM share
- 100%
- Avg. per client
- $608K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Dachtler Wealth Advisors charges up to 1.20% a year for its Portfolio Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $100,000.
Fee details and sources
Heather Huppe owns 25% to 50% of Dachtler Wealth Advisors. It has 4 employees.
Leadership
Dennis DachtlerMember- Heather HuppeCCO, COO, Member
Richard RouseMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 3 insurance agents
- Owns 25% to 50% of Dachtler Wealth Advisors, LLC
Heather Huppe
Control person · since February 2025
- Owns 25% to 50% of Dachtler Wealth Advisors, LLC
Richard Rouse
Control person · since February 2025
- Owns 25% to 50% of Dachtler Wealth Advisors, LLC
Dennis Dachtler
Control person · since February 2025
Dachtler Wealth Advisors’ regulatory assets grew Infinity× from $0 (May 2025) to $120M (March 2026); employees rose from 1 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $120M | 198 | 4 | 1 |
| May 2025 | $0 | 0 | 1 | 1 |
Besides its headquarters, Dachtler Wealth Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 2130 E Bidwell Street, Suite 100, FolsomHQ
Contact and registration details
- Legal name
- Dachtler Wealth Advisors, LLC
- Headquarters
- 2130 E Bidwell Street, Suite 100, Folsom, CA 95630
- Website
- dachtlerwealth.com
- Phone
- 916-933-3076
- SEC file
- 801-132853
- Structure
- California LLC
- Fiscal year end
- December
Dachtler Wealth Advisors uses SEI Investments Distribution ($120M) as custodian for its separately managed accounts. Dachtler Wealth Advisors does not have custody of client assets.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $120M100%
At year end, Dachtler Wealth Advisors’ separately managed accounts were mostly in funds (52%) and bonds (31%).
What the accounts hold
- Stocks10%
- Funds52%
- Bonds31%
- Investment grade corporate bonds14%
- U.S. government and agency bonds8%
- State and local bonds8%
- Sovereign bonds1%
- Cash7%
How many clients does Dachtler Wealth Advisors have?
Dachtler Wealth Advisors has 198 clients and manages $120 million for them, as of March 2026. They include 134 individual clients and 64 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Dachtler Wealth Advisors offer?
Dachtler Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Dachtler Wealth Advisors charge?
Dachtler Wealth Advisors charges up to 1.20% a year for its Portfolio Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $100,000.
Which custodians does Dachtler Wealth Advisors use?
Dachtler Wealth Advisors’ separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $120M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Dachtler Wealth Advisors have?
Dachtler Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dachtler Wealth Advisors invest in?
At the end of its last fiscal year, Dachtler Wealth Advisors’ separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 14% investment grade corporate bonds, 10% exchange-traded equities, 8% U.S. government and agency bonds, 8% state and local bonds, 7% cash and equivalents and 1% sovereign bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Dachtler Wealth Advisors have a minimum investment?
Yes, Dachtler Wealth Advisors’ minimum account size for its Portfolio Management Services is $100K.
Who owns Dachtler Wealth Advisors?
Dachtler Wealth Advisors’ direct owners are Heather Huppe, Richard Rouse and Dennis Dachtler, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Dachtler Wealth Advisors get paid?
Dachtler Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Dachtler Wealth Advisors registered with the SEC?
Yes, Dachtler Wealth Advisors has been registered with the SEC as an investment adviser since 28 May 2025. Its CRD number is 335863 and its SEC file number is 801-132853.
Source: Form ADV Part 1A, Item 1, filed 11 March 2026; IAPD firm record
How do I contact Dachtler Wealth Advisors?
Dachtler Wealth Advisors’ main office is at 2130 E Bidwell Street, Suite 100, Folsom, CA 95630. Its phone number is 916-933-3076. Its website is dachtlerwealth.com.