Archvest Wealth Advisors, Inc.
Archvest Wealth Advisors, Inc. is a registered investment adviser headquartered in Concord, California. Serving primarily individuals and high-net-worth clients, the firm also offers services to pooled investment vehicles, pension plans, and charitable organizations. According to the latest available filings, Archvest manages approximately $281.5 million in assets and employs 7 people, most of whom are on the investment side. The firm provides comprehensive wealth management and financial planning services, focusing on helping clients across various financial situations achieve their long-term goals.
Investment Strategy
Archvest Wealth Advisors, Inc. pursues a diversified investment strategy centered on portfolio construction using a broad mix of ETFs, mutual funds, and individual stocks and bonds. Their approach emphasizes asset allocation tailored to individual client goals, with careful attention to risk management and long-term growth. The firm’s holdings demonstrate a preference for core bond and equity ETFs along with targeted exposure to global markets, and they periodically rebalance portfolios to maintain the desired risk-return profile. As a fiduciary, Archvest aims to deliver personalized financial solutions and disciplined investment management for each client segment.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAI | DIMESIONAL ETF TRUST | 10.99% | $12.6M | 364,698 | $29.89 | $34.57 | +$1.8M |
I IVV | ISHARES TR | 9.28% | $10.6M | 17,148 | $539.27 | $620.90 | +$2.0M |
V VNQ | VANGUARD INDEX FDS | 7.33% | $8.4M | 94,459 | $84.87 | $89.06 | +$353.0K |
I IMTM | ISHARES TR | 6.85% | $7.9M | 172,039 | $38.40 | $45.69 | +$1.4M |
V VEU | VANGUARD INTL EQUITY INDEX F | 6.68% | $7.7M | 113,999 | $57.11 | $67.22 | -$46.4K |