Archer Wealth Advisors
Firm details
- Headquarters
- Coeur D Alene, Idaho
- CRD number
- 330575
- Website
- www.archerstrategic.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities45%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Jackson Yenor
Chief Investment OfficerCRD 7325956
Contacts
2 of 2
John Schannep
Managing PrincipalCRD 5915617
Skyler Kressin
Managing PrincipalCRD 6016010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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