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ARVEST WEALTH MANAGEMENT
ARVEST INVESTMENTS, INC.
CRD 42057 · SEC 801-63738
913 W MONROE AVENUE, LOWELL, AR, 72745, United States
Phone
888-916-2121
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.44B
Discretionary AUM
$997.5M
Team
238 total employees; 173 advisory reps; 1 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6100 | $1.63B |
| High net worth individuals | 589 | $1.31B |
| Pension/profit sharing plans | 23 | $19.3M |
| Charitable organizations | 35 | $140.6M |
| State/municipal entities | 4 | $100.1M |
| Corporations/business entities | 59 | $243.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://www.share.arvest.com
- https://appointments.arvest.com/service
- https://www.instagram.com/arvestbank/
- HTTPS://www.arvest.com
- HTTPS://WWW.ARVEST.COM/WEALTH
- HTTPS://www.arvest.com/documents-and-resources/awm-disclosures
- https://www.facebook.com/ArvestBank
- https://arvest.acquiadam.com/portals/dwxqvhcx/ArvestWealthManagementLibrary
- HTTPS://WWW.LINKEDIN.COM/COMPANY/5981091/
Official SEC filing: View on IAPD