The ARCHVEST WEALTH ADVISORS, INC. is a privately held investment adviser that advises $387mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ARCHVEST WEALTH ADVISORS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 201.52% over the last 5-years.
The Group has been registered with the SEC for 12.03 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1390 WILLOW PASS RD. #930, CONCORD, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 5 investment and 2 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.
Their $387mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 30 other accounts. Assets of High Net Worth Individuals clients own $333.7mn or 86.23% of Total Assets and Individuals own $28.4mn or 7.34% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $2.1mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
ARCHVEST WEALTH ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.