Archetype Advisors, LLC

$260MAssets under management
as of Mar 2026 · SEC Form ADV
Doylestown, PA
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Tech stack

No one at Archetype Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $61M held · filed Mar 2024