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ARCHVEST WEALTH ADVISORS, INC.
CRD 172087 · SEC 801-118414
1390 WILLOW PASS RD., #930, CONCORD, CA, 94520, United States
Phone
925-215-5600
Fax
925-272-0215
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$387.0M
Discretionary AUM
$381.1M
Team
7 total employees; 5 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $28.4M |
| High net worth individuals | 173 | $333.7M |
| Pooled investment vehicles | 1 | $2.1M |
| Pension/profit sharing plans | 30 | $17.2M |
States served
CA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD