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| Archvest Wealth Advisors Inc
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|---|---|
| CRD # | 172087 |
| SEC # | 801-118414 |
| CIK # | 0001910174 |
| AUM | 387.0 M (2026-03-19) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 925-215-5600 |
| Address | 1390 Willow Pass Rd Concord, CA 94520 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.8 | ||
| Nvidia Corp | 2.2 | ||
| Microsoft Corp | 2.1 | ||
| Amazon Com Inc | 1.8 | ||
| Lilly Eli & Co | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| American Financial Group Inc | 0.9 | ||
| International Business Machines Corp | 0.9 | ||
| Broadcom Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Archvest Private Fund I LP | 2023-06-29 | 2.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 28.4 |
| (b) Individuals (high net worth individuals) | 173 | 333.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.1 |
| (g) Pension and profit sharing plans | 30 | 17.2 |
| (h) Charitable organizations | 0 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 316 | 387.0 |
| By Discretionary | ||
| Discretionary | 314 | 381.1 |
| Non-Discretionary | 2 | 5.9 |
| Total | 316 | 387.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 386.2 | |
| Total | 316 | 387.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910174] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 (3 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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|---|---|---|
|
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|
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|
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|
Twin Point Capital LLC
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