Archer Pointe Wealth Management, LLC
● SEC registered since 2020CRD 308777SEC# 801-118935Davis, CA
Reg. AUM
$185.6M
Employees
2
Accounts
376
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 $185.6 million in regulatory assets under management and employs 2 people.
Archer Pointe Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eugene Kwok Hung Hsu Control | Managing Principal / Cco | Over 75% | 2020 |
Frequently asked questions
How much does Archer Pointe Wealth Management, LLC manage?
Archer Pointe Wealth Management, LLC reports $185.6 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
| Address | 231 D Street, Suite D, Davis, CA 95616 |
| Phone | 530-280-7340 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$185.6M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$185.6Mregulatory AUM
Discretionary $169.1MNon-discretionary $16.5M