Archetype Advisors, LLC
● SEC registered since 2021CRD 156527SEC# 801-120408Doylestown, PA
Reg. AUM
$260M
Employees
4
Accounts
505
Location
Doylestown, PA
Archetype Advisors, LLC assets under management
Archetype Advisors, LLC is a registered investment adviser overseen by the SEC based in Doylestown, PA. The firm has been registered since 2021. It reports $260 million in regulatory assets under management and employs 4 people.
Archetype Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lahr, LLC Control | Managing Member | Over 75% | 2011 |
| William Joseph Lahr Control | President & Chief Compliance Officer | Under 5% | 2011 |
| William Joseph Lahr Control | Managing Member | Over 75% | 2011 |
Frequently asked questions
How much does Archetype Advisors, LLC manage?
Archetype Advisors, LLC reports $260 million in regulatory assets under management on its Form ADV.
How many employees does Archetype Advisors, LLC have?
Archetype Advisors, LLC reports 4 employees.
Where is Archetype Advisors, LLC located?
Archetype Advisors, LLC is based in Doylestown, PA and has been SEC-registered since 2021.
Does Archetype Advisors, LLC disclose fund performance?
Archetype Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 72 East State Street, Doylestown, PA 18901 |
| Phone | 215 558 5500 |
| Fax | 215 558 5499 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$260M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$260Mregulatory AUM
Discretionary $260M