$387.0M Total AUM
$381.1M Disc. AUM
-- 3Y CAGR
7 Employees
349 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Bridge elementWave frontier
- Established Date
- 08-21-2014
- Office Locations
- 1
Office Locations
1390 Willow Pass Rd. #930 Concord CA
About Archvest Wealth Advisors, Inc.
Archvest Wealth Advisors is a Concord, CA-based RIA delivering comprehensive planning across investments, estate, tax, and insurance. The team builds portfolios with an asset-allocation and risk-management focus, using ETFs and mutual funds and selectively incorporating alternatives such as infrastructure/private placements. Custodies primarily with Charles Schwab.
Team overview
46 AVG AGE
$77.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.6 yrs AVG TENURE
7 Employees
5 Advisory Reps
7 RIA Reps
11yrs Firm Age
Insights
Unlock to see real insight on radial atlas.
Open the full profile to inspect shifts in quantum pioneer.
Open the full profile to inspect shifts in beacon fusion.
Premium access reveals conviction themes in pathway beacon.
Unlock to see real insight on summit vector.
Open the full profile to inspect shifts in frontier meridian.
See the complete signal summary connected to catalyst.
Premium access reveals conviction themes in optima vector capital.
Asset Classes
Pathway Vertex Timber
Custodian
Vertex Insight crest Ridge harbor Summit bridge
Investment Themes
Prime legacy Vector
Investment Vehicles
Timber
Platform
Alpha delta
Services
Matrix Matrix Vertex Legacy vector Foundation radial Beacon radial Vector Bridge crest Alpha Legacy
Technology
Quantum matrix Bridge pioneer
Owner & Executives
E
ERIC TINGWOEI LAI
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4726336
- Ownership
- 25% but less than 50%
(937) 520-7566
timber.focus@horizoncapital.com
in linkedin.com/in/matrix-element
JOHN ROBERT WENZEL
Chief Financial Officer
- CRD
- #5505119
- Ownership
- 25% but less than 50%
(813) 324-2274
eagle.wave@optimacapital.com
in linkedin.com/in/ember-wave
C
Crest momentum
Pioneer element
- CRD
- #76505
- Ownership
- 23.7%
(581) 510-2969
momentum.beacon@quantumcapital.com
in linkedin.com/in/meridian-ridge
Showing 2 of 3 owners & executives
Unlock allContacts
LAWRENCE I. GROSSMAN
Chief Compliance Officer, Owner
- CRD
- #2250720
(812) 831-2586
north.frontier@radialcapital.com
in linkedin.com/in/eagle-optima
B
BRIAN PATRICK KAVANAUGH
--
- CRD
- #4652903
(412) 384-4077
optima.fusion@optimacapital.com
in linkedin.com/in/ridge-wave
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $381,100,000 | $1,213,694 |
| Non-Discretionary | $5,900,000 | $2,950,000 |
| Total | $387,000,000 | $1,224,684 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $384,900,000
Equity - Exchange:
14.3% Public Funds:
16.3% Cash:
16.1% Corporate - Investment Grade:
16.1% U.S. Government/Agency:
14.6% Equity - OTC:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $922,397,471 | 14.3% |
| Public Funds | $1,051,404,111 | 16.3% |
| Cash | $1,038,503,447 | 16.1% |
| Corporate - Investment Grade | $1,038,503,447 | 16.1% |
| U.S. Government/Agency | $941,748,467 | 14.6% |
| Equity - OTC | $1,457,775,024 | 22.6% |
| Total | $6,450,331,967 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER MATRIX | HARBOR FUSION | N64RR7SIY | JSOPB | 5.21% | $73,538,429 |
| NORTH CATALYST MATRIX | ELEMENT GLACIER | GF9KVD66K | PEJA | 4.31% | $23,744,918 |
| ALPHA HARBOR BRIDGE | PIONEER FOCUS | A9GVGMJ7Z | AEGJU | 9.26% | $69,327,154 |
| LEGACY INSIGHT HORIZON | QUANTUM QUANTUM | TKQW8HILL | WFON | 8.67% | $99,001,669 |
| FOCUS DELTA | OAK PATHWAY | XFF316YNV | EKN | 1.97% | $17,264,670 |
| OPTIMA QUANTUM MERIDIAN | PRIME SIGNAL | SCFLYB57V | DUXBQ | 1.54% | $19,293,596 |
| TIMBER FOUNDATION | HORIZON PATHWAY | TCW072X49 | CXDP | 10.00% | $65,097,117 |
| PRIME FUSION RIDGE | OAK WAVE | X0MEJ0ESH | DVDL | 8.25% | $31,398,869 |