Archvest Wealth Advisors, Inc.

RIASEC Registered
Total AUM
$387M
Discretionary
$381M
98% of AUM
Avg account
$1.2M
Accounts
316
Employees
7
Advisory reps
5

Firm details

Headquarters
Concord, California
CRD number
172087
Registered since
April 10, 2020
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI86.23%
  • Individuals7.34%
  • Pension & Profit Sharing Plans4.44%
  • Charitable Organizations1.45%
  • Pooled Investment Vehicles0.54%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Archvest Wealth Advisors, Inc. is an independent, privately owned registered investment adviser that registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals/small businesses and for pooled investment vehicles, along with pension consulting services. Its fee arrangements are flexible across percentage-of-AUM, hourly and fixed fees, and it also charges performance-based fees for some mandates. Archvest does not identify as an active ESG investor. Although the firm is not characterized as a capital allocator, it both sponsors and serves as a general partner/managing member of pooled investment vehicles and advises at least one private fund, indicating an ability to run or co-manage alternative vehicles in addition to providing discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 44%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 4%, US Government Bonds 2%, Non-Exchange Traded Equities 1%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds44%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds4%
  • US Government Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 45

Active vs passive

$162M in ETFs

Passive

84%

$137M

Active

11%

$25.7M

ETFProviderStyleCategoryValueShares% of portfolio
NORTHERN TRUST IBOXX 5-YEAR TARGET DURATION TIPS ETF (TDTF)Northern TrustPassiveInflation Protected Bond$38.2M1,683,30023.49%

Location

Primary office

Concord, CA

Contra Costa

Location

Concord, CA

Headquartered in Concord, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
1390 Willow Pass Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth