Archvest Wealth Advisors, Inc.
Archvest Wealth Advisors, Inc. is an SEC-registered wealth manager in Concord, CA with $387.0M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Archvest Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172087, SEC 801-118414, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $387.0M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Concord, CA
- Employees
- 7
- Clients
- 339
- CRD
- 172087
- Ownership
- LAI, ERIC, TINGWOEI; INTERIM HOLDINGS, LLC; WENZEL, JOHN, ROBERT; Shibuya, Jill, Elizabeth; RYPKEMA, BRIAN, JAMES
How much AUM does Archvest Wealth Advisors, Inc. have?
Archvest Wealth Advisors, Inc. reported $387.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Archvest Wealth Advisors, Inc.?
Disclosed owners and executives of Archvest Wealth Advisors, Inc. include LAI, ERIC, TINGWOEI, INTERIM HOLDINGS, LLC, WENZEL, JOHN, ROBERT, Shibuya, Jill, Elizabeth, RYPKEMA, BRIAN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.