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Dachtler Wealth Advisors
Dachtler Wealth Advisors, LLC is an SEC-registered investment adviser in Folsom, CA, registered since 2025. The firm manages approximately $120 million in...
Overview
Dachtler Wealth Advisors, LLC is an SEC-registered investment adviser in Folsom, CA, registered since 2025. The firm manages approximately $120 million in regulatory assets. It has 4 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
City
Folsom
Principals
Thomas G. Dachtler
Managing Director
Sector focus
Frequently asked questions
Who makes investment decisions at Dachtler Wealth Advisors?
Thomas G. Dachtler, as managing director, oversees investment strategy and portfolio construction. The firm does not disclose a formal investment committee, but its RIA registration requires a fiduciary standard for all recommendations.
What types of investments does Dachtler Wealth Advisors make?
The firm allocates across public equities, fixed income, alternative investments (including private equity and hedge funds), and direct real estate. Portfolios are customized per client.
How is Dachtler Wealth Advisors regulated?
It is registered with the SEC as an investment advisor. This imposes a fiduciary duty to act in clients' best interests, differentiating it from broker-dealers.
What is the firm's approach to estate planning?
Dachtler Wealth Advisors integrates estate planning into its wealth management services, focusing on tax efficiency and intergenerational wealth transfer. This is a core offering alongside investment management.
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