| Owner | Title | From | %Ownership |
|---|---|---|---|
| Lai, Eric, Tingwoei | Chief Compliance Officer and Chief Executive Officer | 08/2014 | 25-50% |
| Wenzel, John, Robert | Chief Financial Officer | 08/2014 | 25-50% |
| Shibuya, Jill, Elizabeth | Financial Advisor | 07/2020 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Archvest Wealth Advisors, Inc. | $238.50 mm | |
| Archvest Private Fund I, LP | $1.70 mm | Private Equity Fund |
