# Dachtler Wealth Advisors, LLC

> Dachtler Wealth Advisors, LLC is an SEC-registered investment advisory firm in Folsom, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 335863
- Filed as: DACHTLER WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Folsom, CA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335863
- AdvisorCensus page: https://advisorcensus.com/firm/dachtler-wealth-advisors-llc-folsom-ca-335863

## Quick answers

**How is Dachtler Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dachtler Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Dachtler Wealth Advisors, LLC located?**
Dachtler Wealth Advisors, LLC's principal office is in Folsom, CA, according to its Form ADV.

**Is Dachtler Wealth Advisors, LLC registered with the SEC or a state?**
Dachtler Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335863.

**How much does Dachtler Wealth Advisors, LLC manage?**
Dachtler Wealth Advisors, LLC reports $120,350,195 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Dachtler Wealth Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Dachtler Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2025 data and $120,350,195 in the October 2026 data. Total employees: 1 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dachtler Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (134); high net worth individuals (64).

**Which custodians does Dachtler Wealth Advisors, LLC use?**
Dachtler Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Dachtler Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335863

**Does Dachtler Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "Dachtler Wealth requires a minimum of $ 100,000 to open and maintain an advisory account. In our sole discretion, we may waive this requirement."

**What changed in Dachtler Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $102,170,006 to $120,350,195 (+18%). Employees performing advisory functions went from 1 to 4. Registered or notice-filed in AZ, NV, OR, TX, WA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Dachtler Wealth requires a minimum of $ 100,000 to open and maintain an advisory account. In our sole discretion, we may waive this requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $120,350,195
- Discretionary: $120,350,195
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 134 | $33,414,741 |
| High net worth individuals | 64 | $86,935,454 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dachtlerwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | May 19, 2025 |
| October 2026 | $120,350,195 | 4 | March 11, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $120,350,195 in the October 2026 data.
Total employees: 1 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $102,170,006 to $120,350,195 (+18%).
- Employees performing advisory functions went from 1 to 4.
- Registered or notice-filed in AZ, NV, OR, TX, WA.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $0 to $102,170,006.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dachtler Wealth Advisors, LLC (CRD 335863): Form ADV filing data as of October 2026.