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Archer Pointe Wealth Management, LLC

● SEC registered since 2020CRD 308777SEC# 801-118935Davis, CA
Export (members)
Reg. AUM
$155.7M
Employees
2
Accounts
333
Location
Davis, CA

Archer Pointe Wealth Management, LLC assets under management

Archer Pointe Wealth Management, LLC is an investment advisory firm registered with the SEC based in Davis, CA. The firm has been registered since 2020. It reports $155.7 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/archer-pointe-wealth-managementView on SEC.gov ↗

Archer Pointe Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Eugene Kwok Hung Hsu ControlManaging Principal / CcoOver 75%2020

Frequently asked questions

How much does Archer Pointe Wealth Management, LLC manage?

Archer Pointe Wealth Management, LLC reports $155.7 million in regulatory assets under management on its Form ADV.

How many employees does Archer Pointe Wealth Management, LLC have?

Archer Pointe Wealth Management, LLC reports 2 employees.

Where is Archer Pointe Wealth Management, LLC located?

Archer Pointe Wealth Management, LLC is based in Davis, CA and has been SEC-registered since 2020.

Does Archer Pointe Wealth Management, LLC disclose fund performance?

Archer Pointe Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address231 D Street, Suite D, Davis, CA 95616
Phone530-280-7340
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$124.1M
Non-discretionary$31.6M
Total (RAUM)$155.7M