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Building 2DACHTLER WEALTH ADVISORS, LLC

Map pinFOLSOM, CA
Phone916-933-3076
NotebookSEC #801-132853
Total AUM
$120.4M
Employees
4
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2130 E BIDWELL STREET
SUITE 100
FOLSOM
CA 95630
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
916-933-3076

ReceiptFinancials

Total AUM
$120.4M
Accounts
387
Discretionary
$120.4M
Accounts
387
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
134
AUM
$33.4M
HNW Individual Clients
64
AUM
$86.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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