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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-03-2024
- Office Locations
- 1
Office Locations
About Archer Wealth Advisors
Archer Strategic Advisors provides integrated tax strategy, accounting/forecasting, and wealth management for individuals, families, and business owners. The team delivers comprehensive financial planning with an emphasis on broad, multi-asset diversification and incorporating ethical considerations. They also specialize in helping innovative businesses identify and claim R&D tax credits. Advisory services are offered through Archer Wealth Advisors, LLC (Idaho); uses Altruist.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
SKYLER RODERICK KRESSIN
MANAGING PRINCIPAL
- CRD
- #6016010
- Ownership
- 50% but less than 75%
JOHN ROBERT SCHANNEP
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #5915617
- Ownership
- 25% but less than 50%
Fusion wave
Delta capital element
- CRD
- #55179
- Ownership
- 49.8%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,929,050 | -- |
| Non-Discretionary | $4,623,724 | -- |
| Total | $79,552,774 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,552,774
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,640,208,581 | 47.2% |
| Equity - Exchange | $906,979,745 | 26.1% |
| Cash | $927,829,854 | 26.7% |
| Total | $3,475,018,180 | 100.0% |