Archvest Wealth Advisors
Archvest Wealth Advisors is a private equity manager in Concord, CA. It is registered with the SEC as an investment adviser with $387M in regulatory assets and 7 staff.
Funds on file
0
Raised, all funds
None yet
Regulatory assets
$387M
Staff
7
Pension investors
None found
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$387M
Employees7
Clients173 wealthy individuals, 135 individuals, 30 pension plans and 1 private fund.
Control personsEric, Tingwoei Lai, John, Robert Wenzel.
Private funds1 private funds holding $1.5M in gross assets.
Private funds it reports
FundTypeGross assets
Archvest Private Fund I
Private equity
$1.5M