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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $330M | $324.7M | $5.3M | 8 | 10 |
| May 2025 | $330M | $324.7M | $5.3M | 8 | 10 |
| Apr 2025 | $330M | $324.7M | $5.3M | 8 | 10 |
| Mar 2025 | $330M | $324.7M | $5.3M | 8 | 10 |
| Apr 2024 | $281.5M | $275.1M | $6.4M | 7 | 12 |
| Mar 2024 | $281.5M | $275.1M | $6.4M | 7 | 12 |
| Aug 2023 | $238.5M | $233.7M | $4.8M | 7 | 10 |
| Jul 2023 | $238.5M | $233.7M | $4.8M | 7 | 10 |
| Jun 2023 | $238.5M | $233.7M | $4.8M | 7 | 10 |
| Mar 2023 | $238.5M | $233.7M | $4.8M | 7 | 10 |
| Mar 2023 | $238.5M | $233.7M | $4.8M | 7 | 10 |
| Mar 2022 | $250M | $244.8M | $5.2M | 7 | 7 |
| Mar 2022 | $250M | $244.8M | $5.2M | 7 | 7 |
| Mar 2021 | $128.4M | $128.4M | $0 | 6 | 5 |
| Jun 2020 | $104.4M | $104.4M | $0 | 6 | 2 |
| Jun 2020 | $104.4M | $104.4M | $0 | 6 | 2 |
| Mar 2020 | $104.4M | $104.4M | $0 | 6 | 2 |
| Jan 2015 | $0 | $0 | $0 | 3 | 0 |
| Nov 2014 | $0 | $0 | $0 | 3 | 0 |
| Nov 2014 | $0 | $0 | $0 | 2 | 0 |
| Oct 2014 | $0 | $0 | $0 | 2 | 0 |
| Aug 2014 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$330M
Discretionary$324.7M
Non-Disc.$5.3M
Employees8
Clients10
DateMay 2025
Total AUM$330M
Discretionary$324.7M
Non-Disc.$5.3M
Employees8
Clients10
DateApr 2025
Total AUM$330M
Discretionary$324.7M
Non-Disc.$5.3M
Employees8
Clients10
DateMar 2025
Total AUM$330M
Discretionary$324.7M
Non-Disc.$5.3M
Employees8
Clients10
DateApr 2024
Total AUM$281.5M
Discretionary$275.1M
Non-Disc.$6.4M
Employees7
Clients12
DateMar 2024
Total AUM$281.5M
Discretionary$275.1M
Non-Disc.$6.4M
Employees7
Clients12
DateAug 2023
Total AUM$238.5M
Discretionary$233.7M
Non-Disc.$4.8M
Employees7
Clients10
DateJul 2023
Total AUM$238.5M
Discretionary$233.7M
Non-Disc.$4.8M
Employees7
Clients10
DateJun 2023
Total AUM$238.5M
Discretionary$233.7M
Non-Disc.$4.8M
Employees7
Clients10
DateMar 2023
Total AUM$238.5M
Discretionary$233.7M
Non-Disc.$4.8M
Employees7
Clients10
DateMar 2023
Total AUM$238.5M
Discretionary$233.7M
Non-Disc.$4.8M
Employees7
Clients10
DateMar 2022
Total AUM$250M
Discretionary$244.8M
Non-Disc.$5.2M
Employees7
Clients7
DateMar 2022
Total AUM$250M
Discretionary$244.8M
Non-Disc.$5.2M
Employees7
Clients7
DateMar 2021
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees6
Clients5
DateJun 2020
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees6
Clients2
DateJun 2020
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees6
Clients2
DateMar 2020
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees6
Clients2
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0