RIA Intel›Advisers›California›ARCHVEST WEALTH ADVISORS, INC.

ARCHVEST WEALTH ADVISORS, INC.

Advisory

N·CONCORD, CA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$387M
1-Year AUM Growth
+17.2%
3-Year CAGR
+9.6%
Employees
5
Assets Under Management
Total AUM$387M
Discretionary AUM$381M
Non-Discretionary AUM$6M
Discretionary %98.5%
Total Clients331
Team
Total Employees5
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingJul 2, 2014
Latest FilingMar 19, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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