← Tributary

DACHTLER WEALTH ADVISORS, LLC

FOLSOM, CA · CRD 335863 · IAPD ↗ · dachtlerwealth.com · 916-933-3076

$120.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — DACHTLER WEALTH ADVISORS, LLC notice-filed in AZ, NV, OR, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — DACHTLER WEALTH ADVISORS, LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
December 2025 — DACHTLER WEALTH ADVISORS, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
95
June 2025 — DACHTLER WEALTH ADVISORS, LLC (FOLSOM, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.