ARCHER POINTE WEALTH MANAGEMENT, LLC

231 D Street
Suite D
Davis, California 95616
Tel: 530-280-7340

About ARCHER POINTE WEALTH MANAGEMENT, LLC

ARCHER POINTE WEALTH MANAGEMENT, LLC, formally registered with the SEC as ARCHER POINTE WEALTH MANAGEMENT, LLC. The firm was established in 06/18/2020. They have over 2 offices throughout the country.

ARCHER POINTE WEALTH MANAGEMENT, LLC is a Davis, California based Financial Planning firm with nearly $139,202,408 assets under management, offering retirement planning & investment advisory services to 299 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308777
SEC#	801-118935
Assets Managed by Firm	$139,202,408
No. of Clients	299
No. of Advisors	2

Fee Structure

Hourly charges
Fixed fees
Other (RETAINER FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	299	$139,202,408
Individuals (other than high net worth individuals)	53	$21,227,595
High net worth individuals	40	$108,696,563
Pension and profit sharing plans	5	$5,780,790

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
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