Archvest Wealth Advisors, Inc.
California
Registered In
06/04/2014
Incorp. Date
Company Summary
Archvest Wealth Advisors, Inc. at 1390 Willow Pass Rd STE 930, Concord, Ca 94520 lists Eric Lai of Walnut Creek, CA and John Wenzel of Concord, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Eric Lai
Individual Agent
|
1390 WILLOW PASS RD STE 930, CONCORD, CA 94520
(View Past Addresses)
|
|
|
Eric Lai
CEO
|
1301 LAS JUNTAS WAY # 114, WALNUT CREEK, CA 94597
|
|
|
John Wenzel
Director
|
1390 WILLOW PASS RD STE 930, CONCORD, CA 94520
(View Past Addresses)
|
|
|
Eric Lai
Director
|
1390 WILLOW PASS RD STE 930, CONCORD, CA 94520
(View Past Addresses)
|
Showing current associates only (4 of 7 total associates). Create a free account to see the full associate history
Map & Locations
|
1390 WILLOW PASS RD STE 930, CONCORD, CA 94520
(Mailing)
View Map
|
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Archvest Wealth Advisors, Inc.
Form 5500
ARCHVEST WEALTH ADVISORS, INC.
2820 Shadelands Dr., Suite 130, Walnut Creek, Ca 94598 (925) 215-5600 EIN:47-1649862 Plan Admin:Eric Lai| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameARCHVEST WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,452,485 / $1,518,626 | 2022 | ARCHVEST WEALTH ADVISORS 401(K) PLAN - Plan #001 | 6 / 7 | $1,452,485 / $1,518,626 |
| 2021 | Plan NameARCHVEST WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,064,491 / $1,452,485 | 2021 | ARCHVEST WEALTH ADVISORS 401(K) PLAN - Plan #001 | 5 / 6 | $1,064,491 / $1,452,485 |
| 2020 | Plan NameARCHVEST WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$280,977 / $1,064,491 | 2020 | ARCHVEST WEALTH ADVISORS 401(K) PLAN - Plan #001 | 5 / 5 | $280,977 / $1,064,491 |
| 2019 | Plan NameARCHVEST WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$188,143 / $280,977 | 2019 | ARCHVEST WEALTH ADVISORS 401(K) PLAN - Plan #001 | 3 / 5 | $188,143 / $280,977 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ARCHVEST WEALTH ADVISORS, INC.
2820 Shadelands Dr, Walnut Creek, Ca 94598-2517| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/20/2020 | Approved$92,807 Forgiven$93,694 LenderU.S. Bank, National Association Jobs5 | 05/20/2020 | $92,807 | $93,694 | U.S. Bank, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:1390 Willow Pass Rd Ste 930 Concord, CA
|
Archvest Investments, LLC
Registered in California
|
Concord, CA | View Report | |
|
Archvest Private Fund I, Lp
Registered in California
|
Concord, CA | View Report |
Address Match:1390 Willow Pass Rd Concord, CA
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States