# Archvest Wealth Advisors

Archvest Wealth Advisors is a Bank / Wealth / Trust based in Concord, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Concord, United States
- **Region:** North America
- **Address:** Concord, CA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** archvest.com
- **LinkedIn:** https://www.linkedin.com/company/archvest-wealth-advisors

## Regulatory record

- **CRD number:** 172087
- **SEC file number:** 801-118414
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172087

## About

Archvest Wealth Advisors was founded in 2014 as a Concord, California wealth manager. It holds registration as an investment advisor and serves individuals, high-net-worth individuals, and business entities. The firm supplies financial planning, retirement planning, and investment management. No public data exists on asset classes, portfolio holdings, or geographic reach beyond its headquarters. Team size, additional offices, and recent operational events remain undisclosed in available records.

## Related profiles

- [Archway Investment Managers](https://altss.com/profile/archway-investment-managers)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/archvest-wealth-advisors

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