Lawrence I. Grossman
Investment adviser representative at Archvest Wealth Advisors, Inc.
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$387MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Archvest Wealth Advisors, Inc.Jan 2020 to now
- Grossman Financial ManagementOct 1997 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (CA).
Archvest Wealth Advisors, Inc.
$387MAssets managed
339Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2250720
- Firm CRD
- 172087