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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $155.7M | $124.1M | $31.6M | 2 | 5 |
| May 2024 | $139.2M | $110.6M | $28.6M | 2 | 3 |
| Apr 2024 | $139.2M | $110.6M | $28.6M | 2 | 3 |
| Feb 2024 | $139.2M | $110.6M | $28.6M | 2 | 3 |
| Mar 2023 | $118.9M | $95.3M | $23.5M | 2 | 3 |
| Mar 2022 | $126.1M | $105.8M | $20.3M | 2 | 3 |
| Apr 2021 | $112.3M | $101.2M | $11.1M | 2 | 10 |
| Mar 2021 | $112.3M | $101.2M | $11.1M | 2 | 10 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
| May 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$155.7M
Discretionary$124.1M
Non-Disc.$31.6M
Employees2
Clients5
DateMay 2024
Total AUM$139.2M
Discretionary$110.6M
Non-Disc.$28.6M
Employees2
Clients3
DateApr 2024
Total AUM$139.2M
Discretionary$110.6M
Non-Disc.$28.6M
Employees2
Clients3
DateFeb 2024
Total AUM$139.2M
Discretionary$110.6M
Non-Disc.$28.6M
Employees2
Clients3
DateMar 2023
Total AUM$118.9M
Discretionary$95.3M
Non-Disc.$23.5M
Employees2
Clients3
DateMar 2022
Total AUM$126.1M
Discretionary$105.8M
Non-Disc.$20.3M
Employees2
Clients3
DateApr 2021
Total AUM$112.3M
Discretionary$101.2M
Non-Disc.$11.1M
Employees2
Clients10
DateMar 2021
Total AUM$112.3M
Discretionary$101.2M
Non-Disc.$11.1M
Employees2
Clients10
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0