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Eric Tingwoei Lai

ARCHVEST WEALTH ADVISORS, INC.·CONCORD, California
Series 65Clean record22 years registeredARCHVEST WEALTH ADVISORS, INC.
1390 WILLOW PASS RD., CONCORD, CA 94520CRD# 4726336Firm CRD# 172087

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Tingwoei Lai · CONCORD, CA
Registration
CRD #4726336 · ARCHVEST WEALTH ADVISORS, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

ARCHVEST WEALTH ADVISORS, INC.
Aug 2014 – present
GROSSMAN FINANCIAL MANAGEMENT
Mar 2020 – Dec 2021
Benicia, CA
WATERMARK ASSET MANAGEMENT, INC.
Nov 2003 – Sep 2014
SAN RAMON, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 24, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARCHVEST WEALTH ADVISORS, INC.
CRD 172087 · SEC 801-118414
AUM
$282M
Regulatory assets under management
Employees
7
293 client accounts
Services offered by ARCHVEST WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ARCHVEST WEALTH ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Eric Tingwoei Lai offer?
Eric Tingwoei Lai specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CONCORD, California for a consultation.
What are Eric Tingwoei Lai's credentials?
Eric Tingwoei Lai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Tingwoei Lai located?
Eric Tingwoei Lai is based in CONCORD, California, working with ARCHVEST WEALTH ADVISORS, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Eric Tingwoei Lai charge for services?
Eric Tingwoei Lai's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCHVEST WEALTH ADVISORS, INC.?
ARCHVEST WEALTH ADVISORS, INC. has approximately 7 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARCHVEST WEALTH ADVISORS, INC.

John Robert Wenzel
CONCORD, CA
Jill Elizabeth Shibuya
CONCORD, CA

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