Archer Wealth Advisors

RIASEC Registered
Total AUM
$79.6M
Discretionary
$74.9M
94% of AUM
Avg account
$217K
Accounts
367
Employees
5
Advisory reps
3

Firm details

Headquarters
Coeur D Alene, Idaho
CRD number
330575
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI56.34%
  • Individuals39.77%
  • Corporations / Businesses3.52%
  • Charitable Organizations0.37%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Archer Wealth Advisors is an independent, privately held RIA organized as an LLC that serves both individual and family clients as well as institutional relationships. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers—indicating it acts as a capital allocator and sometimes delegates implementation to third-party managers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, suggesting flexibility for both ongoing advisory relationships and project-based work. Archer does not characterize itself as an active ESG investor and is not registered as a multi-state adviser in the referenced filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 45%, Cash & Cash Equivalents 4%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities45%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Jackson Yenor

    Jackson Yenor

    Chief Investment OfficerCRD 7325956

Contacts

2 of 2
  • John Schannep

    John Schannep

    Managing PrincipalCRD 5915617

  • Skyler Kressin

    Managing PrincipalCRD 6016010

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Coeur D Alene, ID

Kootenai

Location

Coeur D Alene, ID

Headquartered in Coeur D Alene, ID, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.

Metro area
Spokane-Spokane Valley-Coeur d'Alene, WA-ID
Region
West
County
Kootenai
Address
418 E Lakeside Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth