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Archvest Wealth Advisors, Inc.

● SEC registered since 2020CRD 172087SEC# 801-118414Concord, CA
Export (members)
Ranks #4,127 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$330M
Fund GAV
$2.1M
Private funds
1
Employees
8
Accounts
315
Location
Concord, CA

Archvest Wealth Advisors, Inc. assets under management

Archvest Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Concord, CA. The firm has been registered since 2020. It reports $330 million in regulatory assets under management and employs 8 people. Archvest Wealth Advisors, Inc. manages 1 private fund with combined gross assets of $2.1 million, including Archvest Private Fund I, LP. By regulatory assets, it ranks 4,127 of 5,911 private fund managers.
www.archvest.comView on SEC.gov ↗

Archvest Wealth Advisors, Inc. private funds

1 funds · $2.1M GAV
FundTypeGross assetsMin.
Archvest Private Fund I, LPPrivate Equity$2.1M$25K

Archvest Wealth Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Eric Tingwoei Lai ControlChief Compliance Officer And Chief Executive Officer25-50%2014
Jill Elizabeth ShibuyaFinancial AdvisorUnder 5%2020
John Robert Wenzel ControlChief Financial Officer25-50%2014

Frequently asked questions

How much does Archvest Wealth Advisors, Inc. manage?

Archvest Wealth Advisors, Inc. reports $330 million in regulatory assets under management on its Form ADV.

How many private funds does Archvest Wealth Advisors, Inc. manage?

Archvest Wealth Advisors, Inc. manages 1 private funds with combined gross assets of $2.1 million.

How many employees does Archvest Wealth Advisors, Inc. have?

Archvest Wealth Advisors, Inc. reports 8 employees.

Where is Archvest Wealth Advisors, Inc. located?

Archvest Wealth Advisors, Inc. is based in Concord, CA and has been SEC-registered since 2020.

Does Archvest Wealth Advisors, Inc. disclose fund performance?

Archvest Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1390 Willow Pass Rd., #930, Concord, CA 94520
Phone925-215-5600
Fax925-272-0215
Office hours9:30 To 4:30
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$324.7M
Non-discretionary$5.3M
Total (RAUM)$330M

Service providers

Auditor
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