|
Archetype Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 287466 |
| SEC # | 801-110406 |
| CIK # | 1769089 |
| AUM | $239.9 MM (85% Disc, 100% US) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 346-352-2360 |
| Address | 2777 Allen Parkway Houston, TX 77019 |
| Source |
IAPD
EDGAR
Website
LinkedIn
Facebook
Instagram
|
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Branson Fowlkes & Co Inc
✚
|
TX | 0.2 |
|
Westmount Asset Management Inc
✚
|
CA | 0.2 |
|
RMR Wealth Advisors LLC
✚
|
WI | 0.2 |
|
Taipan Wealth Advisors LLC
✚
|
MN | 0.2 |
|
Prudent Street Financial Advisors LLC
✚
|
TN | 0.2 |
|
Davidson Capital Management Inc
✚
|
TX | 0.2 |
|
Strategic Asset Management Group Advisors Inc
✚
|
FL | 0.2 |
|
Hemisphere Partners LLC
✚
|
NY | 0.2 |
|
Karstens Investment Counsel Inc
✚
|
NE | 0.2 |
|
Douglas Capital Management Inc
✚
|
FL | 0.2 |