Overview
Assets Under Management: $139 million
Headquarters: DAVIS, CA
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Frequently Asked Questions
ARCHER POINTE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308777), ARCHER POINTE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ARCHER POINTE WEALTH MANAGEMENT, LLC is headquartered in DAVIS, CA.
ARCHER POINTE WEALTH MANAGEMENT, LLC serves 45 high-net-worth clients according to their SEC filing dated May 03, 2024. View client details ↓
According to their SEC Form ADV, ARCHER POINTE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ARCHER POINTE WEALTH MANAGEMENT, LLC manages $139 million in client assets according to their SEC filing dated May 03, 2024.
According to their SEC Form ADV, ARCHER POINTE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.96
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 299
Discretionary Accounts: 249
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 308777
Last Filing Date: 2024-05-03 00:00:00
Website: https://archerpointewm.com