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ARCHER POINTE WEALTH MANAGEMENT, LLC

DAVIS, CA · CRD 308777 · IAPD ↗ · 530-280-7340

$185.6MRegulatory AUM
2Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2024 — ARCHER POINTE WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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