# Archer Pointe Wealth Management, LLC

> Archer Pointe Wealth Management, LLC is an SEC-registered investment advisory firm in Davis, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 308777
- Filed as: ARCHER POINTE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Davis, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308777
- AdvisorCensus page: https://advisorcensus.com/firm/archer-pointe-wealth-management-llc-davis-ca-308777

## Quick answers

**How is Archer Pointe Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Archer Pointe Wealth Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Archer Pointe Wealth Management, LLC located?**
Archer Pointe Wealth Management, LLC's principal office is in Davis, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Archer Pointe Wealth Management, LLC registered with the SEC or a state?**
Archer Pointe Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308777.

**How much does Archer Pointe Wealth Management, LLC manage?**
Archer Pointe Wealth Management, LLC reports $185,573,000 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (91% discretionary).

**How have Archer Pointe Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Archer Pointe Wealth Management, LLC: Regulatory assets under management: $112,312,962 in the October 2021 data and $185,573,000 in the October 2026 data, up 65%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Archer Pointe Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (60); individuals (other than high net worth individuals) (44).

**Which custodians does Archer Pointe Wealth Management, LLC use?**
Archer Pointe Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist, Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Archer Pointe Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308777

**What changed in Archer Pointe Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $155,691,484 to $185,573,000 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Altruist
- Charles Schwab & Co., Inc.
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $185,573,000
- Discretionary: $169,105,000
- Non-discretionary: $16,468,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $15,450,000 |
| High net worth individuals | 60 | $166,208,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,915,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Sacramento, CA

### Websites listed on Form ADV (Item 1.I)
- archerpointewm.com
- LinkedIn @archer-pointe-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $112,312,962 | 2 | April 5, 2021 |
| October 2022 | $126,137,155 | 2 | March 12, 2022 |
| October 2023 | $118,863,000 | 2 | March 15, 2023 |
| October 2024 | $139,202,408 | 2 | May 3, 2024 |
| October 2025 | $155,691,484 | 2 | March 18, 2025 |
| October 2026 | $185,573,000 | 2 | March 12, 2026 |

Regulatory assets under management: $112,312,962 in the October 2021 data and $185,573,000 in the October 2026 data, up 65%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $155,691,484 to $185,573,000 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Archer Pointe Wealth Management, LLC (CRD 308777): Form ADV filing data as of October 2026.