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Dachtler Wealth Management, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Dachtler Wealth Management, LLC operates in the Financial Services industry and is located at 2130 East Bidwell Street, Folsom, California 95630, United States. The firm employs 2 to 10 people. Established in 1989, it provides financial planning and wealth management services to clients. Through a consultative process, it seeks to understand clients’ lifestyles, goals, and family situations to develop customized plans and a tailored set of financial actions, with services that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. The firm maintains regular client contact through scheduled meetings and ongoing communications to keep clients informed about economic developments and relevant tax and estate planning rule updates. The company’s website is https://dachtlerwealth.com.

Find Dachtler Wealth Management, LLC employees' phone numbers or email addresses

Dachtler Wealth Management, LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Dachtler Wealth Management, LLC's Leadership

  • Stylized image of a person
    H. D.
    Vice President And Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. J.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. I.
    Asset Management
    Phone icon
    Mobile Phone

Dachtler Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Dachtler Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. D.
    Vice President And Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    May 31, 2025
  • Stylized image of a person
    R. J.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
    Oct 27, 2025
  • Stylized image of a person
    J. I.
    Asset Management
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Dachtler Wealth Management, LLC known for?

Minus sign iconPlus sign iconDachtler Wealth Management, LLC was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 2130 East Bidwell Street Folsom, California 95630 United States; you can contact the main corporate office by phone at
+1-916-933-****
. Explore Dachtler Wealth Management, LLC's company overview page for more information.

What is Dachtler Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconDachtler Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dachtler Wealth Management, LLC email formats with LeadIQ.

How many employees does Dachtler Wealth Management, LLC have currently?

Minus sign iconPlus sign iconDachtler Wealth Management, LLC has approximately 7 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Dachtler Wealth Management, LLC's key employees and leadership?

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As of January 2026, Dachtler Wealth Management, LLC's key employees include:

  • Vice President And Financial Advisor: H. D.
  • Investment Advisor Representative: R. J.
  • Asset Management: J. I.

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