Archvest Wealth Advisors, Inc.

RIASEC Registered

Total AUM

$387M

Discretionary

$381M

98% of AUM

Avg account

$1.2M

Accounts

316

Employees

Advisory reps

Firm details

Headquarters: Concord, California
CRD number: 172087
Registered since: April 10, 2020
Website: archvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI86.23%
Individuals7.34%
Pension & Profit Sharing Plans4.44%
Charitable Organizations1.45%
Pooled Investment Vehicles0.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Archvest Wealth Advisors, Inc. is an independent, privately owned registered investment adviser that registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals/small businesses and for pooled investment vehicles, along with pension consulting services. Its fee arrangements are flexible across percentage-of-AUM, hourly and fixed fees, and it also charges performance-based fees for some mandates. Archvest does not identify as an active ESG investor. Although the firm is not characterized as a capital allocator, it both sponsors and serves as a general partner/managing member of pooled investment vehicles and advises at least one private fund, indicating an ability to run or co-manage alternative vehicles in addition to providing discretionary portfolio management.