ARCHVEST WEALTH ADVISORS, INC. of CONCORD, CA is an SEC-registered investment adviser (CRD 172087). Regulatory assets under management: $387.0M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pensions, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Eric Tingwoei Lai | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | — |
| John Robert Wenzel | CHIEF FINANCIAL OFFICER | — |
| Jill Elizabeth Shibuya | FINANCIAL ADVISOR | — |
| LAI ERIC TINGWOEI | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| RYPKEMA BRIAN JAMES | MANAGER / CHIEF COMPLIANCE OFFICER | — |
| WENZEL JOHN ROBERT | CHIEF FINANCIAL OFFICER | — |
| Shibuya Jill Elizabeth | FINANCIAL ADVISOR | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| ARCHVEST PRIVATE FUND I, LP | Private Equity Fund | California | 40 | $2.1M | $25K |