DACHTLER WEALTH ADVISORS, LLC
SEC RegisteredPlanning For A Positive Future
About the firm
Dachtler Wealth helps clients plan their financial future by providing personal strategies that integrate investment planning, tax reduction, retirement income and distribution planning, and family wealth planning. Their team of professionals evaluates each client's financial picture through a consultative process and regularly schedules meetings to keep clients updated on their financial situation, economic news, and relevant tax and estate planning updates.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement income planning, tax reduction planning, investment management, family estate planning, risk management, education planning, and client communications on current planning options and strategies.
Who they serve
Individuals and families seeking help managing their finances and planning for their financial future, including retirement, education, and estate planning goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 134 | $33M |
| High Net Worth Individuals | 64 | $87M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DACHTLER WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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