Archvest Wealth Advisors, Inc.
● SEC registered since 2020CRD 172087SEC# 801-118414Concord, CA
Ranks #4,252 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$387M
Fund GAV
$2.1M
Private funds
1
Employees
7
Accounts
316
Location
Concord, CA
Archvest Wealth Advisors, Inc. assets under management
Archvest Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Concord, CA. The firm has been registered since 2020. It reports $387 million in regulatory assets under management and employs 7 people. Archvest Wealth Advisors, Inc. manages 1 private fund with combined gross assets of $2.1 million, including Archvest Private Fund I, LP. By regulatory assets, it ranks 4,252 of 6,004 private fund managers.
Archvest Wealth Advisors, Inc. private funds
1 funds · $2.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Archvest Private Fund I, LP | Private Equity | $2.1M | $25K |
Archvest Wealth Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Tingwoei Lai Control | Chief Compliance Officer And Chief Executive Officer | 25-50% | 2014 |
| Jill Elizabeth Shibuya | Financial Advisor | 10-25% | 2020 |
| John Robert Wenzel Control | Chief Financial Officer | 25-50% | 2014 |
Frequently asked questions
How much does Archvest Wealth Advisors, Inc. manage?
Archvest Wealth Advisors, Inc. reports $387 million in regulatory assets under management on its Form ADV.
How many private funds does Archvest Wealth Advisors, Inc. manage?
Archvest Wealth Advisors, Inc. manages 1 private funds with combined gross assets of $2.1 million.
How many employees does Archvest Wealth Advisors, Inc. have?
Archvest Wealth Advisors, Inc. reports 7 employees.
Where is Archvest Wealth Advisors, Inc. located?
Archvest Wealth Advisors, Inc. is based in Concord, CA and has been SEC-registered since 2020.
Does Archvest Wealth Advisors, Inc. disclose fund performance?
Archvest Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1390 Willow Pass Rd., #930, Concord, CA 94520 |
| Phone | 925-215-5600 |
| Fax | 925-272-0215 |
| Office hours | 9:30 To 4:30 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$387M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
AUM vs fund managersTop 71%
Larger than 29% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$387Mregulatory AUM
Discretionary $381.1MNon-discretionary $5.9M
Service providers
Auditor