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 entered SEC registration in 2020 and is owned by an individual. The firm serves both individuals and families as well as institutional clients, providing financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, along with pension consulting services. Its fee arrangements are varied and include percentage-of-AUM fees, hourly and fixed-fee engagements, and performance-based fee structures. Archvest is not identified as an active ESG investor and is not classified as a multi-state adviser. The firm also has industry roles as a sponsor, general partner and managing member of pooled investment vehicles rather than operating solely as a pure third-party allocator.