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ARCHVEST WEALTH ADVISORS, INC.

EIN 47-1649862-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
8
2820 SHADELANDS DR., SUITE 130 - WALNUT CREEK, CA 94598925-215-5600archvest.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.5M - 8 part

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Retirement#001

ARCHVEST WEALTH ADVISORS 401(K) PLAN

401k

Assets$2.5M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ARCHVEST WEALTH ADVISORS 401(K) PLAN401k$2.5M82025
Retirement plans
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