{"url":"https://nivawealth.com/firms/archetype-advisors-156527","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156527","regulatoryAum":260000000,"crd":"156527","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1137908","suffix":null,"lastName":"BEADLE","firstName":"DENNIS","middleName":"OSBORN"},{"crd":"6063365","suffix":null,"lastName":"Blain","firstName":"Kevin","middleName":null},{"crd":"4936279","suffix":"IV","lastName":"LAHR","firstName":"WILLIAM","middleName":"JOSEPH"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-29","regulatoryAum":100085333,"clients":71,"employees":7,"offices":2},{"filedOn":"2022-03-31","regulatoryAum":120586288,"clients":164,"employees":6,"offices":2},{"filedOn":"2023-03-30","regulatoryAum":129146490,"clients":191,"employees":6,"offices":1},{"filedOn":"2024-03-31","regulatoryAum":198676570,"clients":231,"employees":4,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":195000000,"clients":248,"employees":4,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":260000000,"clients":275,"employees":4,"offices":1}],"secFileNumber":"801-120408","legalName":"Archetype Advisors, LLC","displayName":"Archetype Advisors","slug":"archetype-advisors-156527","website":"https://archetypeadvisor.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2011","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"72 East State Street","city":"Doylestown","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"18901"},"tradeNames":[],"registration":{"secApproved":"1 March 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BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028617","versionId":1028617,"submittedOn":"2026-03-27"}]},"custodians":[{"name":"Pershing Advisor Solutions LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":61026000}],"custodyNote":"Archetype Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"William Lahr","title":"President & Chief Compliance Officer","crd":"4936279"}],"ownership":[{"label":"Lahr, LLC","detail":"Managing member in the 75% or more ownership band and a control person, since January 2011."},{"label":"William Lahr","detail":"Indirect owner: a managing member of Lahr, LLC in the 75% or more band and a control person, since January 2011.","parent":"Lahr, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"72 East State Street","city":"Doylestown","headquarters":true}]}],"brochureServices":["estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"215-558-5500","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Educational seminars/workshops","Other"],"financialPlanningClients":"101-250","assetMix":[{"label":"U.S. government/agency bonds","percent":3},{"label":"Securities issued by registered investment companies or 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They include 170 individual clients and 105 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Archetype Advisors offer?","answer":"Archetype Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Archetype Advisors use?","answer":"Archetype Advisors’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $61M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Archetype Advisors have?","answer":"Archetype Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Archetype Advisors invest in?","answer":"At the end of its last fiscal year, Archetype Advisors’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 27% cash and equivalents and 3% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Archetype Advisors?","answer":"Archetype Advisors is owned through a holding company by William Lahr. Its direct owner is Lahr, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Archetype Advisors get paid?","answer":"Archetype Advisors is paid through a percentage of assets under management and fixed fees. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Archetype Advisors?","answer":"Archetype Advisors’ main office is at 72 East State Street, Doylestown, PA 18901. Its phone number is 215-558-5500. Its website is archetypeadvisor.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}