{
  "crd_number": 172087,
  "slug": "archvest-wealth-advisors-inc-concord-ca-172087",
  "primary_business_name": "ARCHVEST WEALTH ADVISORS, INC.",
  "legal_name": "ARCHVEST WEALTH ADVISORS, INC.",
  "dbas": [
    "ARCHVEST FAMILY OFFICE SERVICES"
  ],
  "city": "Concord",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-04-10",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 387000000.0,
  "raum_discretionary": 381100000.0,
  "raum_non_discretionary": 5900000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5600000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 28400000.0,
      "count": 135
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 17200000.0,
      "count": 30
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 333700000.0,
      "count": 173
    },
    "pooled_investment_vehicles": {
      "raum": 2100000.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NY",
    "TX"
  ],
  "websites": [
    "https://archvest.com",
    "https://archvestfos.com",
    "https://eastbayadvisorsnetwork.com",
    "https://facebook.com/ARCHVEST-WEALTH-ADVISORS-1421701161458192",
    "https://linkedin.com/COMPANY/ARCHVEST-WEALTH-ADVISORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172087",
  "city_as_filed": "CONCORD",
  "url": "https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087",
  "display_name": "Archvest Wealth Advisors, Inc.",
  "summary": "Archvest Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Concord, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Archvest Wealth Advisors, Inc. (CRD 172087): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Archvest Wealth Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Archvest Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Archvest Wealth Advisors, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $550 an hour (financial planning, coaching, and consulting services under a stand-alone…); Subscription: $6,000 a month (Bill Pay services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Archvest Wealth Advisors, Inc. located?",
      "a": "Archvest Wealth Advisors, Inc.'s principal office is in Concord, CA, according to its Form ADV."
    },
    {
      "q": "Is Archvest Wealth Advisors, Inc. registered with the SEC or a state?",
      "a": "Archvest Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 172087."
    },
    {
      "q": "How much does Archvest Wealth Advisors, Inc. manage?",
      "a": "Archvest Wealth Advisors, Inc. reports $387,000,000 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (98% discretionary)."
    },
    {
      "q": "How have Archvest Wealth Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Archvest Wealth Advisors, Inc.: Regulatory assets under management: $128,350,000 in the October 2021 data and $387,000,000 in the October 2026 data, up 202%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Archvest Wealth Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (173); individuals (other than high net worth individuals) (135); pension and profit sharing plans (but not the plan participants or government pension plans) (30)."
    },
    {
      "q": "Which custodians does Archvest Wealth Advisors, Inc. use?",
      "a": "Archvest Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Archvest Wealth Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172087"
    },
    {
      "q": "What changed in Archvest Wealth Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $330,000,000 to $387,000,000 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 128350000.0,
      "total_employees": 6,
      "filing_date": "2021-03-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 250000000.0,
      "total_employees": 7,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 238500000.0,
      "total_employees": 7,
      "filing_date": "2023-08-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 281500000.0,
      "total_employees": 7,
      "filing_date": "2024-04-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 330000000.0,
      "total_employees": 8,
      "filing_date": "2025-07-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 387000000.0,
      "total_employees": 7,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $330,000,000 to $387,000,000 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$10,000",
    "planning_fees": [
      "Hourly rate: $550 an hour (financial planning, coaching, and consulting services under a stand-alone…)",
      "Subscription: $6,000 a month (Bill Pay services)"
    ],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $10,000"
        ],
        "quotes": [
          "As a condition for starting and maintaining an investment management and/or advisory relationship, Archvest generally imposes a minimum annual fee of $10,000. This minimum fee may cause clients with smaller portfolios to incur an effective fee rate that is higher than the Firm’s stated fee schedule."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $550 an hour (financial planning, coaching, and consulting services under a stand-alone…)"
        ],
        "quotes": [
          "Archvest generally charges an hourly fee for providing financial planning, coaching, and consulting services under a stand-alone engagement. These fees are negotiable, but generally are provided for $550 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $6,000 a month (Bill Pay services)"
        ],
        "quotes": [
          "For our Bill Pay services, clients will pay us a monthly fee starting at $6,000 per month. We may, at our discretion, charge an initial on-boarding fee for the coordination and organization of the services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 10000.0,
      "planning": [
        {
          "kind": "hourly",
          "amount": 550.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning, coaching, and consulting services under a stand-alone engagement"
        },
        {
          "kind": "subscription",
          "amount": 6000.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Bill Pay services"
        }
      ]
    },
    "quotes": [
      "As a condition for starting and maintaining an investment management and/or advisory relationship, Archvest generally imposes a minimum annual fee of $10,000. This minimum fee may cause clients with smaller portfolios to incur an effective fee rate that is higher than the Firm’s stated fee schedule.",
      "Archvest generally charges an hourly fee for providing financial planning, coaching, and consulting services under a stand-alone engagement. These fees are negotiable, but generally are provided for $550 per hour.",
      "For our Bill Pay services, clients will pay us a monthly fee starting at $6,000 per month. We may, at our discretion, charge an initial on-boarding fee for the coordination and organization of the services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 135,
      "fewer_than_5": false,
      "raum": 28400000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 173,
      "fewer_than_5": false,
      "raum": 333700000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2100000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 17200000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 5600000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172087",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}