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ARCHER POINTE WEALTH MANAGEMENT, LLC
CRD 308777 · SEC 801-118935
231 D STREET, SUITE D, DAVIS, CA, 95616, United States
Phone
530-280-7340
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$185.6M
Discretionary AUM
$169.1M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees; RETAINER FEES
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $15.4M |
| High net worth individuals | 60 | $166.2M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD