Archer Pointe Wealth Management, LLC
Archer Pointe Wealth Management, LLC is an SEC-registered wealth manager in Davis, CA with $185.6M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Archer Pointe Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308777, SEC 801-118935, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $185.6M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Davis, CA
- Employees
- 2
- Clients
- 104
- CRD
- 308777
- Ownership
- HSU, EUGENE, KWOK HUNG
How much AUM does Archer Pointe Wealth Management, LLC have?
Archer Pointe Wealth Management, LLC reported $185.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Archer Pointe Wealth Management, LLC?
Disclosed owners and executives of Archer Pointe Wealth Management, LLC include HSU, EUGENE, KWOK HUNG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.