Archvest Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Concord, CA. Its latest Form ADV filing, dated March 19, 2026, reports $387M in regulatory assets under management, 7 employees, and 316 accounts.
Assets Under Management
$387M
Employees
7
Offices
--
Total Clients
339
Primary office
CONCORD, CA
1390 WILLOW PASS RD., #930, CONCORD, CA, United States
Top client segmentHNWI represent 51.0% of total clients.
Top client categories% of clientsClients
1
HNWI
51.0%
173
2
Individuals
39.8%
135
3
Pension Plans
8.8%
30
4
Pooled Investment Vehicles
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$387Mas of March 19, 2026
Discretionary98.5%
$381M
98% of total RAUM98.5%
Non-discretionary1.5%
$6M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$387M
Total Accounts316
10Y AUM Change+$283M (+270.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee48:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.