ARCHETYPE WEALTH PARTNERS, LLC

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Archetype Wealth Partners is based out of Houston. Archetype Wealth Partners is a large advisory firm with 160 clients and discretionary assets under management (AUM) of $203,453,358 (Form ADV from 2018-11-20). Their last reported 13F filing for Q4 2018 included $122,487,000 in managed 13F securities and a top 10 holdings concentration of 69.23%. Archetype Wealth Partners's largest holding is SPDR S&P 500 ETF Trust with shares held of 119,543. Whalewisdom has at least 1 13F filings

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12/31/2018

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12/31/2018

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ARCHETYPE WEALTH PARTNERS, LLC
2777 ALLEN PARKWAY SUITE 525
HOUSTON TX    77019
Country: United States

Business Phone: (346) 352-2360
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 63,395,000
Total Number of Clients: 160
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (1),11.E (2),11.E (4)
Data above was derived from SEC filings.

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