Archvest Wealth Advisors | Fund Manager

Fund Manager

Archvest Wealth Advisors

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Archvest Wealth Advisors

Fund Manager

Primary Strategy: Private Equity

Year Founded: 2014

Number of Employees: 8

Ownership: Privately Held

Year End: December

Description

Archvest Wealth Advisors is a comprehensive financial planning firm with specialized services focused on the four pillars of planning: investments, estate, taxes, and insurance. We work together with you to assess your individual circumstances, your personal needs, and your long-term goals—because there are lots of options out there. We want to be your financial advisor for the next 30 years.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/archvest-wealth-advisors

Address

1390 Willow Pass Rd., #930, Concord, California, United States

Date

As of: September 30, 2025

Overview
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Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

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Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Details

Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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Questions relating to our data?

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