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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 Aug 17, 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.share.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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.