Archetype Advisors, LLC
Archetype Advisors, LLC is an SEC-registered mass-market adviser in Doylestown, PA with $260.0M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Archetype Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156527, SEC 801-120408, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $260.0M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Doylestown, PA
- Employees
- 4
- Clients
- 275
- CRD
- 156527
- Ownership
- LAHR, LLC; LAHR, WILLIAM, JOSEPH
How much AUM does Archetype Advisors, LLC have?
Archetype Advisors, LLC reported $260.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Archetype Advisors, LLC?
Disclosed owners and executives of Archetype Advisors, LLC include LAHR, LLC, LAHR, WILLIAM, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.