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- Custodian
- Altruist · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Wave beaconElement +more
- Established Date
- 06-18-2020
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
EUGENE KWOK HUNG HSU
Chief Compliance Officer, MANAGING PRINCIPAL, Principal
- CRD
- #3107090
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GARY LEON COHEN
Certified Financial Planner
- CRD
- #5971589
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Unlock allAssets Under Management
| 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
| 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% |