Key facts
- ARCHVEST WEALTH ADVISORS, INC. is a private equity firm based in CONCORD, CA.
- ARCHVEST WEALTH ADVISORS, INC. reports $750K in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 172087- Regulatory AUM
- $750K
- Private fund assets
- $2.1M
- Private funds
- 1 · 1 private equity
- Staff
- 7
- Registered office
- CONCORD, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for ARCHVEST WEALTH ADVISORS, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ARCHVEST WEALTH ADVISORS, INC.'s AUM?
- ARCHVEST WEALTH ADVISORS, INC. manages approximately $750K in assets.