John R. Wenzel
ARCHVEST WEALTH ADVISORS
Concord, CA 94520
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CRD#: 5505119
Professional summary
John Robert Wenzel, AIF®, CFP® is a registered financial advisor currently at ARCHVEST WEALTH ADVISORS, INC. located in Concord, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 3 firms and has passed the Series 65 exam.
Biography
John's passion for financial planning is reflected in how he serves each client. Through his professional and personal experiences, he brings a unique and objective perspective to a financial plan. He uses this to work alongside and empower clients through often-complex financial scenarios. From assisting with cash flow needs to planning for retirement, John upholds the fiduciary standard our advisors are called to.
Prior to co-founding Archvest, John worked as a Financial Advisor at a Registered Investment Advisory firm. John has also attained his CERTIFIED FINANCIAL PLANNER™ certification, the highest standard for planners in the industry.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Social Security Planning
Investment Planning
Life Transitions
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Entrepreneurs
Estate & Generational Planning...
Investment Advice with Ongoing...
Middle Income Client Needs
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Wenzel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
August 21, 2014 - Present
ARCHVEST WEALTH ADVISORS, INC.
Office #1: 1390 Willow Pass Rd. #930, Concord, CA 94520RIA
CRD#: 172087
Concord, CA
Past
March 4, 2020 - December 12, 2021
GROSSMAN FINANCIAL MANAGEMENT
RIA
CRD#: 128566
Benicia, CA
Past
March 31, 2008 - September 3, 2014
WATERMARK ASSET MANAGEMENT, INC.
RIA
CRD#: 108407
SAN RAMON, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ARCHVEST WEALTH ADVISORS, INC.
ARCHVEST FAMILY OFFICE SERVICES | ARCHVEST WEALTH ADVISORS, INC.
CRD#: 172087 / SEC#: 801-118414
RIA
Registered Investment Advisory firm - (4/10/2020 Approved)California
Registered Investment Advisory firm - (6/14/2020 Terminated)Texas
Registered Investment Advisory firm - (5/15/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/21/2014)
IAR
Texas(4/12/2017)
Current Firm
ARCHVEST WEALTH ADVISORS, INC.
ARCHVEST FAMILY OFFICE SERVICES | ARCHVEST WEALTH ADVISORS, INC.
CRD#: 172087 / SEC#: 801-118414
RIA
Registered Investment Advisory firm - (4/10/2020 Approved)California
Registered Investment Advisory firm - (6/14/2020 Terminated)Texas
Registered Investment Advisory firm - (5/15/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1390 Willow Pass Rd. #930, Concord, CA 94520
Mailing Address
Phone number
(925) 215-5600
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 315 |
| AUM (Assets Under Management) | $ 330,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 03/10/2025 | ||
| 01/25/2024 |
Red Flags
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Company Information
ARCHVEST WEALTH ADVISORS, INC.
CRD#: 172087Concord, CA 94520TRUST BUT VERIFY
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Contact information
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