Archvest Wealth Advisors, Inc.
Archvest Wealth Advisors, Inc. (CRD# 172087) is a financial advisory firm headquartered in Concord, CA. They manage $281,500,000 in 293 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management282MILLION
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Total Number of Accounts293ACCOUNTS
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Average Account Value$960,751
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, NY, TX
Eric Lai (CRD# 4726336) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Concord, CA and has over 20 years of experience in the finance industry.
Jill Shibuya (CRD# 6924355) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Concord, CA and has over 6 years of experience in the finance industry.
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.
Sean Sexton (CRD# 7608082) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Concord, CA and has 1 year of experience in the finance industry.