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ARCHVEST WEALTH ADVISORS, INC.

CONCORD, CA · CRD 172087 · IAPD ↗ · archvest.com · 925-215-5600

$387.0MRegulatory AUM
5Advisory reps
7Employees
10Clients
251-500Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — ARCHVEST WEALTH ADVISORS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — ARCHVEST WEALTH ADVISORS, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — ARCHVEST WEALTH ADVISORS, INC. reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.