Unclaimed Profile

William Joseph Lahr

ARCHETYPE ADVISORS, LLC·DOYLESTOWN, Pennsylvania

Series 7, Series 24, Series 66Clean record21 years registeredARCHETYPE ADVISORS, LLC

72 EAST STATE STREET, DOYLESTOWN, PA 18901CRD# 4936279Firm CRD# 156527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Joseph Lahr · DOYLESTOWN, PA

Registration

CRD #4936279 · ARCHETYPE ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ARCHETYPE ADVISORS, LLC

Jul 2012 – present

FAMILY OFFICE GROUP LLC

Oct 2008 – Jan 2012

PINEHURST, NC

WORLD CAPITAL ADVISORS, LLC

Apr 2008 – Oct 2008

DOYLESTOWN, PA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jul 2005 – Apr 2006

PLAINSBORO, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · July 27, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARCHETYPE ADVISORS, LLC

CRD 156527 · SEC 801-120408

AUM

$199M

Regulatory assets under management

Employees

460 client accounts

Services offered by ARCHETYPE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ARCHETYPE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Joseph Lahr offer?

William Joseph Lahr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are William Joseph Lahr's credentials?

William Joseph Lahr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Joseph Lahr located?

William Joseph Lahr is based in DOYLESTOWN, Pennsylvania, working with ARCHETYPE ADVISORS, LLC. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does William Joseph Lahr charge for services?

William Joseph Lahr's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARCHETYPE ADVISORS, LLC?

ARCHETYPE ADVISORS, LLC has approximately 4 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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