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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Archetype Advisors LLC
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|---|---|
| CRD # | 156527 |
| SEC # | 801-120408 |
| CIK # | |
| AUM | $195.0 M (2025-03-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 215-558-5500 |
| Address | 72 East State Street Doylestown, PA 18901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 36.3 |
| (b) Individuals (high net worth individuals) | 93 | 158.7 |
| (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 | 480 | 195.0 |
| By Discretionary | ||
| Discretionary | 480 | 195.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 480 | 195.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.0 | |
| Total | 480 | 195.0 |
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|---|---|---|
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FL | 0.2 |
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Longview Financial Advisors Inc
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Eudaimonia Asset Management LLC
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GA | 0.2 |
|
Ares Financial Consulting LLC
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CA | 0.2 |
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Newport Wealth Advisors Inc
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|
Sand Creek Capital LLC
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ID | 0.2 |