Heather Dachtler Huppe
Investment adviser representative at Dachtler Wealth Advisors, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$120.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Dachtler Wealth Advisors, LLCJul 2025 to now
- Calton & Associates, Inc.Apr 2017 to Jul 2025
- Dachtler Wealth Management, LLCJun 2010 to Jul 2025
- Ameritas Investment CorpJun 2010 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Dachtler Wealth Advisors, LLC
$120.4MAssets managed
198Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5775602
- Firm CRD
- 335863