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Archer Pointe Wealth Management
Archer Pointe Wealth Management, LLC is an SEC-registered investment adviser in Davis, CA, registered since 2020. The firm manages $186 million in assets, with...
Archer Pointe Wealth Management
Archer Pointe Wealth Management, LLC is an SEC-registered investment adviser in Davis, CA, registered since 2020. The firm manages $186 million in assets, with $169 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
City
Davis
Sector focus
Frequently asked questions
Is Archer Pointe Wealth Management a single-family office or a multi-family office?
Public corporate filings and industry context suggest Archer Pointe operates as a multi-family office or registered investment advisor serving multiple wealthy clients rather than a single-family office dedicated to one source of wealth. The firm's LLC registration and absence of a publicly named founding family point toward a commercial advisory model distinct from a dedicated single-family structure. Direct confirmation from the firm is unavailable due to its lack of a public website or disclosed leadership.
How can an allocator or GP get in touch with Archer Pointe Wealth Management?
Because Archer Pointe maintains no public website, LinkedIn presence, or disclosed leadership, direct cold outreach is not practical. The most viable path to engagement is through a warm introduction from shared professional networks in the wealth-management or multi-family office community, or by cross-referencing corporate registration records for a registered agent address. This level of discretion is not unusual among firms serving ultra-high-net-worth families for whom gatekeeping is itself a service feature.
What investment strategies does Archer Pointe Wealth Management employ?
Without direct disclosure from the firm, its investment strategy can only be inferred from the standard playbook of US-registered multi-family offices, which typically includes asset allocation across public equities, fixed income, private equity fund commitments, direct co-investments, and real assets. Archer Pointe has not publicized any sector concentrations, direct deals, or fund commitments that would define a differentiated tactical approach. Any claims about its specific investment posture would be speculative.
Does Archer Pointe Wealth Management participate in direct deals?
There is no public record of Archer Pointe participating in direct private-market deals, co-investments, or club deals. Multi-family offices of similar profile often blend fund commitments with selective direct investments, but without disclosed portfolio companies, deal announcements, or named investment professionals, Archer Pointe's activity in direct deals remains unconfirmed.
Why is there so little public information about Archer Pointe Wealth Management?
The absence of a public website, LinkedIn profile, and disclosed leadership is a deliberate choice made by some wealth-management firms to protect client confidentiality and avoid unsolicited deal flow. For the families they serve, this opacity can be a feature — signaling that the firm will not trade on their name or network to build an external brand. In a landscape where many family offices actively market their scale and access, firms like Archer Pointe bank on discretion as their primary institutional identity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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