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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 94.2% is discretionary and 5.8% is non-discretionary.
The firm reports 3 advisory representatives and 275 clients, or 91.7 clients per representative. That equates to $289.3K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on July 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Archer Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
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No AUM history available
| 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
SMA allocation detail is available
Archer Wealth Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.