# DACHTLER WEALTH ADVISORS, LLC

DACHTLER WEALTH ADVISORS, LLC of FOLSOM, CA is an SEC-registered investment adviser.

## Registration

- CRD: 335863
- Type: SEC-registered investment adviser
- SEC file number: 801-132853
- Location: 2130 E BIDWELL STREET, SUITE 100, FOLSOM, CA, 95630
- Phone: 916-933-3076
- Latest filing: 2026-03-11
- Regulatory AUM: $120.4M
- Discretionary AUM: $120.4M
- Clients: 4
- Accounts: 387

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Heather Dachtler Huppe | CCO, COO, MEMBER; OWNER, CCO | — |
| Richard Alan Rouse | MEMBER | — |
| Dennis Darrel Dachtler | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335863/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335863/similar
- Related entities: https://search.stillhousedata.com/firm/335863/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335863

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.