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Archer Pointe Wealth Management, LLC

Archer Pointe Wealth Management, LLC. CRD 308777

Archer Pointe Wealth Management, LLC logo

CRD: 308777

Archer Pointe Wealth Management, LLC

Davis, CA, 95616
5302807340
$185.6M Total AUM
$169.1M Disc. AUM
16.5% 3Y CAGR
2 Employees
106 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Pershing
Clients
Retail and Institutional
Platforms
Wave beaconElement +more
Established Date
06-18-2020
Office Locations
1

Office Locations

231 D Street Suite D Davis CA

About Archer Pointe Wealth Management, LLC

Archer Pointe Wealth Management is a Davis, CA fee-only fiduciary firm providing holistic financial planning and ongoing wealth management for individuals and families in the Sacramento region and beyond. The team-based CFP® practice builds long-term, often multi-generational relationships, with portfolios supported by in-house design, rebalancing, and investment selection. Planning is offered hourly or flat-fee, with ongoing advice typically on a fixed retainer.

Team overview

47 AVG AGE
$92.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
5.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Matrix matrix Capital zenith Value atlas Pioneer

Client Personas

Fusion beacon

Custodian

Timber Zenith legacy Foundation optima Zenith Crest Foundation unison Summit Frontier signal Summit Atlas Frontier

Fund Managers

Delta element

Investment Themes

Bridge Prime radial Eagle pathway Bridge Ember Alpha Vector

Investment Vehicles

Zenith north

Platform

Zenith

Services

Element Matrix Optima eagle Crest wave Summit Pioneer ember Legacy crest Legacy Vital Horizon

Technology

Meridian insight Wave foundation Oak Element

Owner & Executives

EUGENE KWOK HUNG HSU

EUGENE KWOK HUNG HSU

Chief Compliance Officer, MANAGING PRINCIPAL, Principal

CRD
#3107090
Ownership
75% or more
(939) 837-9895
delta.signal@pathwaycapital.com
in linkedin.com/in/north-capital

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Contacts

GARY LEON COHEN

GARY LEON COHEN

Certified Financial Planner

CRD
#5971589
(379) 318-8533
eagle.pioneer@foundationcapital.com
in linkedin.com/in/radial-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-12-2022
03-15-2023
05-03-2024
03-18-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $169,105,000 $554,443
Non-Discretionary $16,468,000 $231,944
Total $185,573,000 $493,545

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Separately Managed Accounts

Total SMA Asset: $185,573,000

$185.6M Total SMA
Public Funds:
18.3%
Equity - Exchange:
6.2%
Cash:
24.7%
U.S. Government/Agency:
21.9%
Other:
28.9%
Asset class Assets Assets %
Public Funds $346,415,938 18.3%
Equity - Exchange $117,364,963 6.2%
Cash $467,566,868 24.7%
U.S. Government/Agency $414,563,336 21.9%
Other $547,072,165 28.9%
Total $1,892,983,270 100.0%

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