# Archer Pointe Wealth Management

Archer Pointe Wealth Management is a Multi Family Office based in Davis.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Davis
- **Assets under management:** Undisclosed
- **Website:** archerpointewm.com
- **LinkedIn:** https://www.linkedin.com/company/archer-pointe-wealth-management

## Regulatory record

- **CRD number:** 308777
- **SEC file number:** 801-118935
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308777

## About

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.

## Sectors

- Fee-Only Financial Planning
- Investment Management
- Wealth Management

## Questions

### 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.

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Last updated: 2026-07-10T23:27:29.000Z

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