# Archvest Wealth Advisors, Inc.

> 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.

- CRD: 172087
- Filed as: ARCHVEST WEALTH ADVISORS, INC.
- Also doing business as: ARCHVEST FAMILY OFFICE SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Concord, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172087
- AdvisorCensus page: https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087

## Quick answers

**How is Archvest Wealth Advisors, Inc. compensated?**
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.

**Where is Archvest Wealth Advisors, Inc. located?**
Archvest Wealth Advisors, Inc.'s principal office is in Concord, CA, according to its Form ADV.

**Is Archvest Wealth Advisors, Inc. registered with the SEC or a state?**
Archvest Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 172087.

**How much does Archvest Wealth Advisors, Inc. manage?**
Archvest Wealth Advisors, Inc. reports $387,000,000 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (98% discretionary).

**How have Archvest Wealth Advisors, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Archvest Wealth Advisors, Inc. serve?**
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).

**Which custodians does Archvest Wealth Advisors, Inc. use?**
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.

**Does Archvest Wealth Advisors, Inc. report any disciplinary disclosures?**
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

**What changed in Archvest Wealth Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $330,000,000 to $387,000,000 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Minimum annual fee: $10,000

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $387,000,000
- Discretionary: $381,100,000
- Non-discretionary: $5,900,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 135 | $28,400,000 |
| High net worth individuals | 173 | $333,700,000 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $2,100,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $17,200,000 |
| Charitable organizations | Fewer than 5 | $5,600,000 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- archvest.com
- archvestfos.com
- eastbayadvisorsnetwork.com
- Facebook @ARCHVEST-WEALTH-ADVISORS-1421701161458192
- LinkedIn @ARCHVEST-WEALTH-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,350,000 | 6 | March 18, 2021 |
| October 2022 | $250,000,000 | 7 | March 23, 2022 |
| October 2023 | $238,500,000 | 7 | August 23, 2023 |
| October 2024 | $281,500,000 | 7 | April 26, 2024 |
| October 2025 | $330,000,000 | 8 | July 11, 2025 |
| October 2026 | $387,000,000 | 7 | March 19, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $330,000,000 to $387,000,000 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Archvest Wealth Advisors, Inc. (CRD 172087): Form ADV filing data as of October 2026.