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Dachtler Wealth Advisors, LLC

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Client assets under management

$120,350,195

Clients

198

32% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

99

High

Average account size

$607,829

About

Dachtler Wealth Advisors is a small SEC‑registered advisory firm that serves individual investors—including high‑net‑worth clients—along with trusts, estates, and retirement plans. The firm provides discretionary portfolio management and incidental financial planning, and generally charges fees based on assets under management.

The firm implements client portfolios primarily by placing accounts into third‑party model providers and sub‑advisers (including SEI Investments Management Corporation and First Trust) rather than relying on proprietary security analysis. Through those platforms it offers exposure to a broad set of investments and strategies—such as mutual funds, ETFs, buffer (defined‑outcome) ETFs, direct indexing, and securities‑backed lines of credit—and certain SEI programs require custody with SEI Trust Company.

Noteworthy distinctions include its two‑advisor structure managing roughly $120 million in discretionary assets since beginning advisory services in 2025, and affiliations that permit associated persons to act as broker‑dealer registered representatives and licensed insurance agents, which the firm discloses as potential conflicts of interest. The firm also discloses use of AI tools for meeting recording/transcription and a policy of not aggregating block trades, practices that differ from many peers and may affect trade execution, reporting, and conflict oversight.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Cash flow / budgeting General tax planning College savings (529s, UTMA, etc.) General retirement planning Life insurance needs analysis

Fee options

Percentage

up to 1.20% annually

Commissions

Commission-based compensation earned by registered representatives for securities sales and by licensed insurance agents for insurance products, separate from advisory fees.

Other

Account minimum: $100,000

Main office location

Dachtler Wealth Advisors, LLC

2130 E Bidwell Street, Suite 100

Folsom CA 95630, United States

Number of offices

1

Most active in

More info

Arizona · California · Nevada · Oregon · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 916-933-3076

Advisors at this firm

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user avatar

Richard R

Series 66

Folsom, CA

Dachtler Wealth Advisors, LLC

Richard Rouse is a financial advisor at Dachtler Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Calton & Associates, Inc. and Ameritas Investment Corp. Outside of his advisory role, he owns an insurance business focused on life, disability, and annuity products and is involved with LegacyLock, LLC, which licenses estate document software. Dachtler Wealth Advisors provides asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and other advisers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to develop tailored investment strategies and offers ongoing planning with options for discretionary or non-discretionary management.

Cash flow / budgeting General tax planning College savings (529s, UTMA, etc.) General retirement planning Life insurance needs analysis
user avatar

Heather H

CFP®, Series 66

Folsom, CA

Dachtler Wealth Advisors, LLC

Heather Huppe is a CFP® with 15 years of experience in financial advising. She currently leads Dachtler Wealth Advisors, LLC, an independent firm, and previously worked at Calton & Associates, Inc. and Ameritas Investment Corp. Outside of her advisory role, she is involved in managing non-investment related property management businesses. Dachtler Wealth Advisors provides asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, pension and profit-sharing plans, and other advisers. The firm employs a combination of fundamental and technical analysis with modern portfolio theory to develop customized investment strategies and offers both discretionary and non-discretionary account management.

Cash flow / budgeting General tax planning College savings (529s, UTMA, etc.) General retirement planning Life insurance needs analysis
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