SourcingSourcing

DACHTLER WEALTH ADVISORS, LLC

B60
CRD 335863·SEC 801-132853·FOLSOM, CA
AUM
$120.4M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$361K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DACHTLER WEALTH ADVISORS, LLC
CRD
335863
SEC file #
801-132853
EIN
—
DBA names
—

Economics

AUM
$120.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$102.2M → $120.4M▲ +18%
Client mix
Individuals Other134
Individuals High Net Worth64

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
1 advisors → 4 advisors▲ +300%
Primary office
FOLSOM CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
dachtlerwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DACHTLER, DENNIS, DARREL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DACHTLER, DENNIS, DARREL
HUPPE, HEATHER, DACHTLER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DACHTLERWEALTH.COM
Rdap Domain Creation Date
2006-03-16T19:03:43Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4889
Soi Zip Pct 200k Plus
0.2238
Soi Zip Returns 200k Plus
8,260
Soi Zip Total AGI
5,460,944
Fdic Zip Total Deposits
40,225,484,000
Fdic Zip Branch Count
511
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaFolsom, CA
U.S. Bank of CaliforniaFolsom, CA
Fdic Zip HHI
1565.84
Fdic Zip Top Bank Share Pct
30.86
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-16T18:03:43Z
Rdap Domain Last Changed
2023-02-14T20:27:09Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI79,601
Returns6,800
Stub 2
AGI174,386
Returns4,700
Stub 3
AGI240,342
Returns3,850
Soi Zip Total Business Income
126,244
Soi Zip Total Cap Gains
344,520
Soi Zip Total Dividends
98,147
Soi Zip Total Returns
36,900
Top Owner CRD
1348432
Trust Company Affiliate
No

People (3)

3
HUPPE, HEATHER, DACHTLER
IAR · Direct Owner · 37.5%
5775602
ROUSE, RICHARD, ALAN
IAR · Direct Owner · 37.5%
6495241
DENNIS DARREL DACHTLER
Direct Owner · 37.5%
1348432