Brian Patrick Kavanaugh
Investment adviser representative at Archvest Wealth Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$387MFirm assets
6 yearsFirm in business
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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
10 years in the industry.
- Archvest Wealth Advisors, Inc.Dec 2021 to now
- New Ed IncNov 2017 to now
- Coach/actorJul 2019 to Oct 2021
- Advisors Preferred, LLCOct 2018 to Dec 2019
- Kensington AnalyticsOct 2018 to Nov 2018
- Self-employedJul 2017 to Nov 2020
- UnemployedMay 2017 to Nov 2017
- Horizon InvestmentsFeb 2016 to May 2017
- Quasar Distributors, LLCFeb 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2018
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
- 4652903
- Firm CRD
- 172087