Archvest Wealth Advisors, Inc.
- Regulatory AUM
- $387M
- Discretionary
- $381M
- Clients
- 339
- Avg AUM / client
- $1.1M
- Accounts
- 316
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 135 | $28.4M | 7.34% |
| High net worth individuals | 173 | $334M | 86.2% |
| Pooled investment vehicles (non-investment companies) | 1 | $2.1M | 0.54% |
| Pension and profit sharing plans | 30 | $17.2M | 4.44% |
| Charitable organizations | Fewer than 5 clients | $5.6M | 1.45% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Archvest Private Fund I, Lp | Private Equity Fund | California | $1.5M | 30 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Tingwoei Lai | Chief Compliance Officer And Chief Executive Officer | CFP | Aug 2014 (12y) | 25% – 50% |
| John Robert Wenzel | Chief Financial Officer | CFP | Aug 2014 (12y) | 25% – 50% |
| Jill Elizabeth Shibuya | Financial Advisor | CFP | Apr 2018 (8y) | Less than 5% |
| Lawrence I. Grossman | Registered representative | CFP | Feb 2020 (6y) | |
| Brian Patrick Kavanaugh | Registered representative | Dec 2021 (5y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $1.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Archvest Private Fund I, Lp | Private Equity Fund | $1.5M | $25.0K | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $367M (95% of AUM) Mar 2026
- Raymond James $60.0M (24% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗