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ARCHETYPE ADVISORS, LLC
CRD 156527File 801-120408
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$260.0M
Below cohort median (national)
Discretionary AUM
$260.0M
Clients
275
505 accounts
Employees
4
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 1, 2021
- Principal office
- 72 EAST STATE STREET, DOYLESTOWN, PA, 18901
- Phone
- 215 558 5500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $260.0M
- Discretionary AUM
- $260.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 505
- Non-discretionary accounts
- 0
- Total accounts
- 505
- AUM per client
- $945K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 105 | $223.6M |
| Individuals (other than high net worth individuals) | 170 | $36.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D5
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.