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ARCHER POINTE WEALTH MANAGEMENT, LLC

CRD 308777 · SEC 801-118935

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231 D STREET, SUITE D, DAVIS, CA, 95616, United States

Phone

530-280-7340

Fax

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

TypeClientsAUM
Individuals44$15.4M
High net worth individuals60$166.2M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD