Dachtler Wealth Management Revenue
Financial Services • 
Folsom, California, United States • 1-10 Employees
Dachtler Wealth Management revenue & valuation
| Annual revenue | $1,844,464 |
| Revenue per employee | $264,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,000,000 |
| Total funding | No funding |
Key Contact at Dachtler Wealth Management
Dennis Dachtler Sacramento
President and Financial Advisor
Company overview
| Headquarters | 2130 E Bidwell Street, Folsom, CA 95630, US |
| Phone number | +19169335639 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Comprehensive Financial Planning, Investment Planning, Independent Advice, Retirement Income And Distribution Planning, Tax Reduction Planning, College Planning And Education Funding, Family Wealth And Estate Planning, Protection And Insurance Planning |
| Founded | 1989 |
| Employees | 1-10 |
| Socials |
Dachtler Wealth Management Email Formats
Dachtler Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@dachtlerwealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@dachtlerwealth.com | 66.7% |
{first name} | john@dachtlerwealth.com | 33.3% |
About Dachtler Wealth Management
Since 1989, the Dachtler Wealth Management approach to delivering comprehensive financial services has always started and ended with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal strategies that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates. While we are not the largest company in the business, I promise, that you will not be treated as if we are either. I value old fashioned and time-honored traditions of courtesy, trust and respect. We are excited about the future and look forward to providing you with our highest level of personalized professional services. And as we said eariler, at Dachtler Wealth Management, clients come first!
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Dachtler Wealth Management has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Dachtler Wealth Management has never raised funding before.
Dachtler Wealth Management Tech Stack
Discover the technologies and tools that power Dachtler Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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