Archer Pointe Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Davis, CA. Its latest Form ADV filing, dated March 12, 2026, reports $186M in regulatory assets under management, 2 employees, 1 office, and 376 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Fixed fees
Hourly charges
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.7% of total clients.
Top client categories% of clientsClients
1
HNWI
57.7%
60
2
Individuals
42.3%
44
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$186Mas of March 12, 2026
Discretionary91.1%
$169M
91% of total RAUM91.1%
Non-discretionary8.9%
$16M
9% of total RAUM8.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$186M
Total Accounts376
10Y AUM Change+$186M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee52:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.