firm profile
Archvest Wealth Advisors, Inc.
Overview
Archvest Wealth Advisors, Inc. is an SEC registered investment adviser based in Concord, CA, registered since 2015. It reports $387M in assets under management across 316 accounts, with 7 employees. It has 4 investment adviser representatives.
- Reported AUM
- $387M
- Discretionary
- 98%
- Accounts
- 316
- Average account
- $1.2M
- Employees
- 7
- Advisory reps
- 4
- Registered since
- 2015
- Jurisdictions
- 4
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 3
- Eric Tingwoei Lai Chief Compliance Officer, Chief Executive Officer CRD 4726336
- John Robert Wenzel Chief Financial Officer CRD 5505119
- Jill Elizabeth Shibuya Financial Advisor CRD 6924355
Advisory reps 3 of 4
- Brian Patrick Kavanaugh Investment Adviser Rep CRD 4652903
- Eric Tingwoei Lai Investment Adviser Rep CRD 4726336
- Jill Elizabeth Shibuya Investment Adviser Rep CRD 6924355
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 1390 Willow Pass Rd Ste 930
Concord, CA 94520 - County
- Contra Costa
- Metro area
- San Francisco-Oakland-Berkeley, CA
- Region
- West
Registrations
- SEC registered
- Registered in 4 jurisdictions
- Website: archvest.com
Every state, with registration dates
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