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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Archvest Wealth Advisors Inc
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|---|---|
| CRD # | 172087 |
| SEC # | 801-118414 |
| CIK # | 0001910174 |
| AUM | $330.0 M (2025-07-11) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 925-215-5600 |
| Address | 1390 Willow Pass Rd Concord, CA 94520 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.0 | ||
| Amazon Com Inc | 2.2 | ||
| Microsoft Corp | 2.2 | ||
| Lilly Eli & Co | 1.7 | ||
| Nvidia Corp | 1.5 | ||
| International Business Machines Corp | 1.2 | ||
| Alphabet Inc | 0.8 | ||
| American Financial Group Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Archvest Private Fund I LP | 2023-06-29 | 2.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 31.0 |
| (b) Individuals (high net worth individuals) | 196 | 275.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.1 |
| (g) Pension and profit sharing plans | 20 | 16.3 |
| (h) Charitable organizations | 0 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 315 | 330.0 |
| By Discretionary | ||
| Discretionary | 313 | 324.7 |
| Non-Discretionary | 2 | 5.3 |
| Total | 315 | 330.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 329.3 | |
| Total | 315 | 330.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910174] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KM Capital Management Ltd
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|
TX | 0.4 |
|
WPG Advisers LLC
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|
MD | 0.4 |
|
LBJ Family Wealth Advisors Ltd
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|
TX | 0.3 |
|
Haverford Financial Services Inc
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|
PA | 0.3 |
|
Twin Point Capital LLC
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|
NY | 0.3 |
|
Flower City Capital LLC
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|
NY | 0.3 |
|
Brownlie & Braden Advisors LLC
✚
|
TX | 0.3 |
|
Blue Diamond Capital Investment Advisors LLC
✚
|
UT | 0.3 |
|
Orchard Capital Management LLC
✚
|
IL | 0.3 |
|
Weik Capital Management Inc
✚
|
PA | 0.3 |