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Building 2ARCHVEST WEALTH ADVISORS, INC.

Map pinCONCORD, CA
Phone925-215-5600
NotebookSEC #801-118414
Total AUM
$387M
Employees
7
Clients
340

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1390 WILLOW PASS RD.
#930
CONCORD
CA 94520
United States
Operating Hours
9:30 TO 4:30
Monday - Friday
Phone
925-215-5600

ReceiptFinancials

Total AUM
$387M
Accounts
316
Discretionary
$381.1M
Accounts
314
Non-Discretionary
$5.9M
Accounts
2

ContactClients

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Individual Clients
135
AUM
$28.4M
HNW Individual Clients
173
AUM
$333.7M
Pooled Vehicle Clients
1
AUM
$2.1M
Pension/Profit Sharing Plan Clients
30
AUM
$17.2M
Charitable Organization Clients
1
AUM
$5.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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