SourcingSourcing

ARCHETYPE ADVISORS, LLC

C35
CRD 156527·SEC 801-120408·DOYLESTOWN, PA
AUM
$260.0M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$780K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARCHETYPE ADVISORS, LLC
CRD
156527
SEC file #
801-120408
EIN
—
DBA names
—

Economics

AUM
$260.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$100.1M → $260.0M▲ +160%
Client mix
Individuals Other170
Individuals High Net Worth105

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
DOYLESTOWN PA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
archetypeadvisor.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LAHR, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
LAHR, LLC
LAHR, WILLIAM, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ARCHETYPEADVISOR.COM
Rdap Domain Creation Date
2011-05-11T18:23:24Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
State Street1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-11T18:23:24Z
Rdap Domain Last Changed
2026-05-12T16:18:48Z
Rdap Nameservers
Ns77.domaincontrol.comNs78.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
LAHR, WILLIAM, JOSEPH
IAR · Executive Officer · 2.5%
4936279
DENNIS OSBORN BEADLE
IAR
1137908
Andrew Todd Bucksner
IAR
6431117