ARCHVEST WEALTH ADVISORS, INC.
CRD #172087 SEC #801-118414 CONCORD, CA 925-215-5600
SEC Registered Private Funds
Total AUM
$330M
Discretionary
$324.7M
Employees
8
Clients
251
Accounts
315
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RYPKEMA, BRIAN, JAMES | I | MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| Shibuya, Jill, Elizabeth | I | FINANCIAL ADVISOR | NA | |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | D | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| LAI, ERIC, TINGWOEI | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
| WENZEL, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | C | Control |
Registrations
Federal
IA
Jul 11, 2025 REGISTERED
Notice Filings (4)
CA FL NY TX
Address
1390 WILLOW PASS RD.#930
CONCORD, CA 94520
United States
Phone: 925-215-5600