DACHTLER WEALTH ADVISORS, LLC

Overview

Dachtler Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients on a percentage-of-AUM fee basis and describes itself as a capital allocator that also selects other advisers. Core advisory services listed in regulatory filings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and manager selection. The firm does not identify as an active ESG investor and reports an industry affiliation with an insurance company, a connection that aligns with its use of insurance-linked products in client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices