ARCHVEST WEALTH ADVISORS, INC.

1390 Willow Pass Rd.
#930
Concord, California 94520
Tel: 925-215-5600

About ARCHVEST WEALTH ADVISORS, INC.

ARCHVEST WEALTH ADVISORS, INC, formally registered with the SEC as ARCHVEST WEALTH ADVISORS, INC. The firm was established in 04/10/2020. They have over 1 offices throughout the country.

ARCHVEST WEALTH ADVISORS, INC. is a Concord, California based Financial Planning firm with nearly $281,500,000 assets under management, offering retirement planning & investment advisory services to 293 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172087
SEC#	801-118414
Assets Managed by Firm	$281,500,000
No. of Clients	293
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	293	$281,500,000
Individuals (other than high net worth individuals)	131	$39,400,000
High net worth individuals	158	$214,000,000
Pension and profit sharing plans	19	$19,600,000
Charitable organizations	Fewer than 5 clients	$5,000,000
Corporations or other businesses	Fewer than 5 clients	$2,000,000

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