|
⚲
|
| Archetype Advisors LLC
✚
| |
|---|---|
| CRD # | 156527 |
| SEC # | 801-120408 |
| CIK # | |
| AUM | $198.7 MM (2024-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 215-558-5500 |
| Address | 72 East State Street Doylestown, PA 18901 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 72.1 |
| (b) Individuals (high net worth individuals) | 81 | 126.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 460 | 198.7 |
| By Discretionary | ||
| Discretionary | 460 | 198.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 460 | 198.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.7 | |
| Total | 460 | 198.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
an Exceptional Life Financial LLC
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|
IN | 0.2 |
|
Elevation Capital Advisory LLC
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|
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|
Schaeffer Financial LLC
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MD | 0.2 |
|
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|
Innovative Advisory Partners LLC
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|
Sage Stone Wealth Management LLC
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|
CA | 0.2 |
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RHS Financial LLC
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|
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|
MUNN Wealth Management LLC
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|
OH | 0.2 |
|
Mariaca Wealth Management LLC
✚
|
FL | 0.2 |