ARCHER POINTE WEALTH MANAGEMENT, LLC
CRD #308777 SEC #801-118935 DAVIS, CA 530-280-7340
SEC Registered
Total AUM
$155.7M
Discretionary
$124.1M
Employees
2
Clients
10
Accounts
333
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HSU, EUGENE, KWOK HUNG | I | MANAGING PRINCIPAL / CCO | E | Control |
| HSU, EUGENE, KWOK HUNG | I | MANAGING PRINCIPAL / CCO | E | Control |
| HSU, EUGENE, KWOK HUNG | I | MANAGING PRINCIPAL / CCO | E | Control |
| HSU, EUGENE, KWOK HUNG | I | MANAGING PRINCIPAL / CCO | E | Control |
| HSU, EUGENE, KWOK HUNG | I | MANAGING PRINCIPAL / CCO | E | Control |
| HSU, EUGENE, KWOK HUNG | I | MANAGING PRINCIPAL / CCO | E | Control |
| HSU, EUGENE, KWOK HUNG | I | MANAGING PRINCIPAL / CCO | E | Control |
| HSU, EUGENE, KWOK HUNG | I | MANAGING PRINCIPAL / CCO | E | Control |
| HSU, EUGENE, KWOK HUNG | I | MANAGING PRINCIPAL / CCO | E | Control |
| HSU, EUGENE, KWOK HUNG | I | MANAGING PRINCIPAL / CCO | E | Control |
| HSU, EUGENE, KWOK HUNG | I | MANAGING PRINCIPAL / CCO | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
231 D STREETSUITE D
DAVIS, CA 95616
United States
Phone: 530-280-7340