Archer Pointe Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Archer Pointe Wealth Management reports 104 clients. They include 60 high-net-worth individuals and 44 individual clients. Of its assets, 91.1% ($169M across 305 accounts) are managed with discretion; $16.5M across 71 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 8% |
| High-net-worth individuals | 58% | 90% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 44 | $15.5M | 8.3% | $351K |
| High-net-worth individuals | 60 | $166M | 89.6% | $2.77M |
| Pension and profit-sharing plans | Fewer than 5 | $3.92M | 2.1% | — |
| Total | 104 | $186M | 100% | — |
- Clients
- 44
- Regulatory AUM
- $15.5M
- AUM share
- 8.3%
- Avg. per client
- $351K
- Clients
- 60
- Regulatory AUM
- $166M
- AUM share
- 89.6%
- Avg. per client
- $2.77M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.92M
- AUM share
- 2.1%
- Avg. per client
- —
Total
- Clients
- 104
- Regulatory AUM
- $186M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Archer Pointe Wealth Management is paid through hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Plan
- A financial plan is typically $3,500 to $10,000, agreed at the start of the engagement.
- Hourly Planning and Advising
- Hourly planning and advising is billed at $100 to $500 per hour, in 10-minute increments, depending on staff.
- Investment Management Retainer
- An annual flat retainer for investment management, with a minimum of $3,500 a year, paid quarterly in advance.
- Wealth Management Retainer
- An annual flat retainer for wealth management, with a minimum of $7,500 a year, paid quarterly in advance.
Eugene Hsu owns 75% or more of Archer Pointe Wealth Management. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Archer Pointe Wealth Management, LLC
Eugene Hsu
Control person · since May 2020
Archer Pointe Wealth Management’s regulatory assets grew 1.7× from $112M (April 2021) to $186M (March 2026); clients rose from 81 to 104 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $186M | 104 | 2 | 2 |
| Mar 2025March 2025 | $156M | 87 | 2 | 2 |
| May 2024May 2024 | $139M | 99 | 2 | 2 |
| Mar 2023March 2023 | $119M | 91 | 2 | 2 |
| Mar 2022March 2022 | $126M | 93 | 2 | 2 |
| Apr 2021April 2021 | $112M | 81 | 2 | 2 |
Besides its headquarters, Archer Pointe Wealth Management has 1 office, with 2 listed addresses in 1 state.
California · 2 listed addresses
- 231 D Street, Suite D, DavisHQ
- 333 University Avenue, Sacramento
Contact and registration details
- Legal name
- Archer Pointe Wealth Management, LLC
- Headquarters
- 231 D Street, Suite D, Davis, CA 95616
- Website
- archerpointewm.com
- Phone
- 530-280-7340
- SEC file
- 801-118935
- Structure
- California LLC
- Fiscal year end
- December
Archer Pointe Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($97M, 57%), Altruist ($63.2M, 37%) and Pershing ($8.86M, 5%). Archer Pointe Wealth Management has custody of $169M for 107 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $97M57%
- AltruistAltruist Financial LLC · Culver City, CA · $63.2M37%
- PershingPershing LLC · Jersey City, NJ · $8.86M5%
At year end, Archer Pointe Wealth Management’s separately managed accounts were mostly in funds (82%).
What the accounts hold
- Stocks8%
- Funds82%
- Bonds4%
- Cash5%
- Other1%
- Stonecrest investment-secure income fund ii1%
How many clients does Archer Pointe Wealth Management have?
Archer Pointe Wealth Management has 104 clients and manages $186 million for them, as of March 2026. They include 60 high-net-worth individuals and 44 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Archer Pointe Wealth Management offer?
Archer Pointe Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Archer Pointe Wealth Management use?
Archer Pointe Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $97M, Altruist Financial LLC (Culver City, CA), with $63.2M and Pershing LLC (Jersey City, NJ), with $8.86M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Archer Pointe Wealth Management have?
Archer Pointe Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Archer Pointe Wealth Management invest in?
At the end of its last fiscal year, Archer Pointe Wealth Management’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 5% cash and equivalents, 4% U.S. government and agency bonds and 1% other. The 1% other category is described as: Stonecrest Investment-Secure Income Fund II.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Archer Pointe Wealth Management?
Archer Pointe Wealth Management’s direct owner is Eugene Hsu (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Archer Pointe Wealth Management get paid?
Archer Pointe Wealth Management is paid through hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Archer Pointe Wealth Management?
Archer Pointe Wealth Management’s main office is at 231 D Street, Suite D, Davis, CA 95616. Its phone number is 530-280-7340. Its website is archerpointewm.com.
