ARCHER POINTE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$185,573,000
Discretionary
$169,105,000
Non-discretionary
$16,468,000
Firm details
- CRD number
- 308777
- SEC file number
- 801-118935
- Main office
- DAVIS, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Hourly Fixed fees Other
As of November 2026.