ARCHVEST WEALTH ADVISORS, INC.

CONCORD, California·4 registered advisors·CRD# 172087
SEC# 801-1184140925-215-5600
01

Firm Overview

AUM
$282M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at ARCHVEST WEALTH ADVISORS, INC.

4 registered advisors
Brian James Rypkema
ENGLEWOOD, New Jersey
Eric Tingwoei Lai
CONCORD, California
Jill Elizabeth Shibuya
CONCORD, California
John Robert Wenzel
CONCORD, California
05

Office Locations

CONCORD, California
3 advisors
ENGLEWOOD, New Jersey
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ARCHVEST WEALTH ADVISORS, INC. (CRD# 172087) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.