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RIA / WealthAdvisorCertified Financial Planner18 years in industry

JOHN ROBERT WENZEL

Advisor at ARCHVEST WEALTH ADVISORS, INC.

CONCORD, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:624d46d1-78d1-4eb4-adde-6f561fbf5152

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

John Robert Wenzel

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARCHVEST WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Mar 28, 2008
First registration: Mar 31, 2008
Dual registered: no
IAPD individual key: 5505119

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARCHVEST WEALTH ADVISORS, INC.	Independent wealth	Aug 21, 2014	n/a	yes	CONCORD, CA	Current employment
GROSSMAN FINANCIAL MANAGEMENT	Former SEC adviser	Mar 4, 2020	Dec 12, 2021	no	Benicia, CA	Previous registration
WATERMARK ASSET MANAGEMENT, INC.	Former SEC adviser	Mar 31, 2008	Sep 3, 2014	no	SAN RAMON, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GROSSMAN FINANCIAL MANAGEMENT	n/a	Dec 12, 2021	n/a	n/a	Departure no registered destination	Departure
WATERMARK ASSET MANAGEMENT, INC.	ARCHVEST WEALTH ADVISORS, INC.	Sep 3, 2014	Aug 21, 2014	-13	Firm change	Other

Relationships

Registered with (3)

→ ARCHVEST WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Aug 21, 2014 to presentfactForm ADV
→ GROSSMAN FINANCIAL MANAGEMENTRegistered adviserregistration: previous registration
Mar 4, 2020 to Dec 12, 2021factForm ADV
→ WATERMARK ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 31, 2008 to Sep 3, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:624d46d1-78d1-4eb4-adde-6f561fbf5152
First observed: Mar 31, 2008
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHN ROBERT WENZEL

Advisor at ARCHVEST WEALTH ADVISORS, INC.

CONCORD, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:624d46d1-78d1-4eb4-adde-6f561fbf5152

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ARCHVEST WEALTH ADVISORS, INC.

Independent wealth

Aug 21, 2014

n/a

yes

CONCORD, CA

Current employment

GROSSMAN FINANCIAL MANAGEMENT

Former SEC adviser

Mar 4, 2020

Dec 12, 2021

Benicia, CA

Previous registration

WATERMARK ASSET MANAGEMENT, INC.

Former SEC adviser

Mar 31, 2008

Sep 3, 2014

SAN RAMON, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

GROSSMAN FINANCIAL MANAGEMENT

n/a

Dec 12, 2021

n/a

Departure no registered destination

Departure

WATERMARK ASSET MANAGEMENT, INC.

ARCHVEST WEALTH ADVISORS, INC.

Sep 3, 2014

Aug 21, 2014

-13

Firm change

Other