DACHTLER WEALTH ADVISORS, LLC of FOLSOM, CA is an SEC-registered investment adviser (CRD 335863). Regulatory assets under management: $120.4M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Heather Dachtler Huppe | CCO, COO, MEMBER; OWNER, CCO | — |
| Richard Alan Rouse | MEMBER | — |
| Dennis Darrel Dachtler | MEMBER | — |