ARCHVEST WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 2020

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 registered investment adviser that began SEC registration in 2020 and is owned by an individual. The firm serves both individual and family clients as well as institutional investors. Core advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed fees, and performance-based fees. Archvest is not identified as an active ESG investor and is not classified as a multi-state adviser. The firm also sponsors and serves as GP/managing member of pooled investment vehicles, indicating involvement on both the advisory and manager sides of certain private structures.