# ARCHVEST WEALTH ADVISORS, INC.

ARCHVEST WEALTH ADVISORS, INC. of CONCORD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 172087
- Type: SEC-registered investment adviser
- SEC file number: 801-118414
- Location: 1390 WILLOW PASS RD., #930, CONCORD, CA, 94520
- Phone: 925-215-5600
- Latest filing: 2026-03-19
- Regulatory AUM: $387.0M
- Discretionary AUM: $381.1M
- Non-discretionary AUM: $5.9M
- Clients: 7
- Accounts: 316

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pensions, Investment cos, Other

## Officers, owners & control persons (7)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172087/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172087/similar
- Related entities: https://search.stillhousedata.com/firm/172087/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172087

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.