ARCHETYPE WEALTH PARTNERS, LLC (CRD# 287466) is an SEC-Registered Investment Advisor (RIA), headquartered in Houston, TX. The SEC approved the firm to operate as an RIA in Apr 2017. In Aug 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $254.6 Million, and has discretion over 80% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ARCHETYPE WEALTH PARTNERS, LLC also reported in Aug 2018:
  • 8 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ARCHETYPE WEALTH PARTNERS, LLC has one or more disclosure events currently on file with the SEC.

View ARCHETYPE WEALTH PARTNERS, LLC's most recent Form ADV filing

ARCHETYPE WEALTH PARTNERS, LLC has Notice Filings with the following State Securities Authorities: NC-Apr 2017, NJ-May 2018, TX-Apr 2017

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