Archer Pointe Wealth Management, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 308777 · SEC file 801-118935 · Davis, CA · www.linkedin.com

☆ Save with Pro ADV data as of Mar 12, 2026

Regulatory AUM: $186M
Discretionary: $169M
Clients: 104
Avg AUM / client: $1.8M
Accounts: 376
Employees: 2

AUM over time

$0 $186M

May 2020 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 12, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	44	$15.5M	8.33%
High net worth individuals	60	$166M	89.6%
Pension and profit sharing plans	Fewer than 5 clients	$3.9M	2.11%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Eugene Kwok Hung Hsu	Managing Principal / Cco	CFP	May 2020 (6y)	75% or more
Gary Leon Cohen	Registered representative	CFP	Dec 2025 (1y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/12/2026	965 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Hourly charges
• Fixed fees
• Other fees
• RETAINER FEES

Services

• Financial planning services
• Portfolio management for individuals/small businesses

Custody

Reported custodians

Charles Schwab & Co. $97.0M (52% of AUM) Mar 2026
Truist Financial Corp $63.2M (34% of AUM) Mar 2026
Altruist Financial $63.2M (34% of AUM) Mar 2026
Pershing $8.9M (5% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.

View current Form ADV (SEC/IAPD) ↗