ARCHER POINTE WEALTH MANAGEMENT, LLC

ARCHER POINTE WEALTH MANAGEMENT, LLC of DAVIS, CA is an SEC-registered investment adviser (CRD 308777). Regulatory assets under management: $185.6M.

Registration

• CRD: 308777
• SEC file number: 801-118935
• Type: Registered investment adviser
• Location: 231 D STREET, SUITE D, DAVIS, CA, 95616
• Phone: 530-280-7340
• Latest filing: 2026-03-12
• Regulatory AUM: $185.6M
• Discretionary AUM: $169.1M
• Non-discretionary AUM: $16.5M
• Clients: 2
• Accounts: 376

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308777 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search