This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$186MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$169M

Private client RAUM

$182MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$92.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

376

Individual clients

44

High net worth clients

60

Custody, client assets

$169M

SEC number

801-118935

CRD

308777

Filings on the tape

12

First filed

May 18, 2020

Latest filed

Mar 12, 2026

Organised

Limited Liability Company, CA

• Occurred

  May 18, 2020
  First Form ADV filing

  Archer Pointe Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:38303457-cabd-ca7d-ebf4-3641134bb55b

First observed

May 18, 2020

Last observed

Mar 12, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.