Archvest Wealth Advisors, Inc.

Archvest Wealth Advisors, Inc. (CRD# 172087) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $33,297,000 in 218 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $152,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Archvest Wealth Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John R. Wenzel
CRD#: 5505119
1255 Treat Boulevard, Suite 300, Walnut Creek, CA 94597
101
Wealthminder
score

John Wenzel (CRD# 5505119) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry. John Wenzel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Eric T. Lai
CRD#: 4726336
1255 Treat Boulevard, Suite 300, Walnut Creek, CA 94597
96
Wealthminder
score

Eric Lai (CRD# 4726336) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Walnut Creek, CA and has over 13 years of experience in the finance industry. Eric Lai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kimberly S. Terry
CRD#: 6469223
1255 Treat Boulevard, Suite 300, Walnut Creek, CA 94597
87
Wealthminder
score

Kimberly Terry (CRD# 6469223) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry. Kimberly Terry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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