Archvest Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Archvest Wealth Advisors, Inc.

Concord, CA Website

AUM

$387.0M
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$2.1M
Gross asset value

Employees

7

Last Form D raise

—

From SEC Form ADV filing (filed Mar 19, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

E
Eric Lai
Chief Compliance Officer and Chief Executive Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Archvest Private Fund I, LPPrivate Equity$2.1M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
172087
SEC file number
801-118414

Sources