ARCHER POINTE WEALTH MANAGEMENT, LLC
Adviser information for ARCHER POINTE WEALTH MANAGEMENT, LLC last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 249 | $110.6M |
| Non-Discretionary | 50 | $28.6M |
| Total | 299 | $139.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 53 | $21.2M |
| HNW Individuals | 40 | $108.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $3.5M |
| Pension and profit sharing plans | 5 | $5.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Hourly chargesFixed feesRETAINER FEES |
Identifiers
| SEC RIA File Number | 801-118935 |
|---|---|
| SEC ERA File Number | 801-118935 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308777 |
| Legal Entity Identifier | None |
Principal Office
231 D STREETSUITE D
DAVIS
CA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 530-280-7340, Fax: None
Chief Compliance Officer
EUGENE HSU
MANAGING PRINCIPAL
231 D STREET
SUITE D
DAVIS
CA
United States
Tel:
530-280-7340
G***@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HSU, EUGENE, KWOK HUNG | Individual | – | MANAGING PRINCIPAL / CCO | 05/2020 | > 75% |