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ARVEST WEALTH MANAGEMENT
Legal name: ARVEST INVESTMENTS, INC.
CRD 42057File 801-63738
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.44B
Top 25% of cohort (national)
Discretionary AUM
$997.5M
Non-discretionary $2.44B
Clients
6,810
8,453 accounts
Employees
238
Top 10% of cohort in AR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 3, 2005
- Principal office
- 913 W MONROE AVENUE, LOWELL, AR, 72745
- Phone
- 888-916-2121
- Website
- HTTPS://www.arvest.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.44B
- Discretionary AUM
- $997.5M
- Non-discretionary AUM
- $2.44B
- Discretionary accounts
- 2,201
- Non-discretionary accounts
- 6,252
- Total accounts
- 8,453
- AUM per client
- $505K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 59 | $243.4M |
| Charitable organizations | 35 | $140.6M |
| High net worth individuals | 589 | $1.31B |
| Pension and profit sharing plans | 23 | $19.3M |
| State or municipal government entities | Fewer than 5 | $100.1M |
| Individuals (other than high net worth individuals) | 6,100 | $1.63B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 232 | 238 | increased by6 |
| Apr 1, 2026 | Clients | 6,336 | 6,810 | increased by474 |
| Apr 1, 2026 | AUM | $2,824,855,462 | $3,439,741,668 | increased by$614,886,206 |
| Apr 1, 2026 | Accounts | 7,800 | 8,453 | increased by653 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 242 | 232 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7,843 | 6,336 | decreased by1,507 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,042,119,688 | $2,824,855,462 | decreased by$217,264,226 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,844 | 7,800 | decreased by44 |
| Apr 1, 2022 | Employees | 257 | 242 | decreased by15 |
| Apr 1, 2022 | Clients | 5,874 | 7,843 | increased by1,969 |
| Apr 1, 2022 | AUM | $2,443,071,733 | $3,042,119,688 | increased by$599,047,955 |
| Apr 1, 2022 | Accounts | 7,083 | 7,844 | increased by761 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARVEST WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARVEST WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.