SEC Form ADV

ARCHVEST WEALTH ADVISORS, INC.

Registered Investment AdviserCAPrivate Equity
$387.0M
Assets Under Management
316
Total Clients
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Registration Details

Accession
CRD-172087
Location
CONCORD, CA
Filing Date
March 19, 2026
AUM
$387.0M
Total Clients
316
Amendment
No

Investment Strategies

Private Equity

About this Adviser

ARCHVEST WEALTH ADVISORS, INC. is a registered investment adviser headquartered in CONCORD, CA, managing approximately $387.0M in assets across 316 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.