John Robert Wenzel
Investment adviser representative at Archvest Wealth Advisors, Inc.
7 yearsExperience
2 statesRegistered 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
7 years in the industry.
- Archvest Wealth Advisors, Inc.Aug 2014 to now
- Grossman Financial ManagementFeb 2020 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 5505119
- Firm CRD
- 172087