Investment adviser · CRD 172087
ARCHVEST WEALTH ADVISORS, INC.
Investment adviser filing (IA)
CONCORD, CA, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $387M Form ADV · Item 5.F
- Client accounts
- 316 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 173 | $333,700,000 | 86.2% |
| Individuals | 135 | $28,400,000 | 7.3% |
| Retirement plans | 30 | $17,200,000 | 4.4% |
| Charities | Fewer than 5 | $5,600,000 | 1.4% |
| Pooled investment vehicles | 1 | $2,100,000 | 0.5% |
Filing source
Form ADV 2063881 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ARCHVEST PRIVATE FUND I, LPPrivate Equity Fund · Last reported Mar 19, 2026$2.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BPM LLC
PCAOB 207
Fund details & source
- Fund ID
- 805-7982679928
- Reported beneficial owners
- 40
- Minimum commitment
- $25K
Form ADV 2063881 · Mar 19, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
1390 WILLOW PASS RD., #930CONCORD, CA, 94520, United States
CRD 172087
Filing source
Form ADV 2063881 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.