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Home > Retirement Planners > california > concord > ARCHVEST WEALTH ADVISORS, INC.
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 $238,500,000 assets under management, offering retirement planning & investment advisory services to 312 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 | $238,500,000 |
| No. of Clients | 312 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 312 | $238,500,000 |
| Individuals (other than high net worth individuals) | 127 | $35,500,000 |
| High net worth individuals | 165 | $181,400,000 |
| Pension and profit sharing plans | 14 | $14,400,000 |
| Charitable organizations | Fewer than 5 clients | $4,900,000 |
| Corporations or other businesses | Fewer than 5 clients | $2,300,000 |
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