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ARCHETYPE ADVISORS, LLC

DOYLESTOWN, PA · CRD 156527 · IAPD ↗ · archetypeadvisor.com · 215 558 5500

$260.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
10States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — ARCHETYPE ADVISORS, LLC reported RAUM up 33% ($195.0M -> $260.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
April 2024 — ARCHETYPE ADVISORS, LLC notice-filed in CO, IL, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — ARCHETYPE ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — ARCHETYPE ADVISORS, LLC reported RAUM up 54% ($129.1M -> $198.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.