1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ARCHER POINTE WEALTH MANAGEMENT, LLC

Map pinDAVIS, CA
Phone530-280-7340
NotebookSEC #801-118935
Total AUM
$185.6M
Employees
2
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
231 D STREET
SUITE D
DAVIS
CA 95616
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
530-280-7340
Other Offices
1

ReceiptFinancials

Total AUM
$185.6M
Accounts
376
Discretionary
$169.1M
Accounts
305
Non-Discretionary
$16.5M
Accounts
71

ContactClients

View more in analytics →

Individual Clients
44
AUM
$15.4M
HNW Individual Clients
60
AUM
$166.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
RETAINER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account