ARCHVEST WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$387,000,000
Discretionary
$381,100,000
Non-discretionary
$5,900,000
Firm details
- CRD number
- 172087
- SEC file number
- 801-118414
- Main office
- CONCORD, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://www.archvest.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.