Wealth Manager
    SEC Registered
    Manages Private Funds

    Arvest Wealth Management

    Registered investment advisor · Lowell, Arkansas · CRD #42057

    Assets Under Management
    $3.4B
    Client Accounts
    8,453
    Employees
    238
    CRD Number
    42057
    Registration
    SEC Registered
    Custodian
    Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Arvest Wealth Management

    Arvest Wealth Management is a financial advisory firm offering portfolio management, retirement consulting, and financial planning services. It operates under Arvest Investments, Inc. and is registered in Arkansas. The firm emphasizes transparency and fiduciary responsibilities.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Arvest Wealth Management

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    Frequently Asked Questions

    What is Arvest Wealth Management's AUM?

    Arvest Wealth Management reports approximately $3.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Arvest Wealth Management headquartered?

    Arvest Wealth Management is headquartered in Lowell, Arkansas.

    What is Arvest Wealth Management's CRD number?

    Arvest Wealth Management's CRD number is 42057. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Arvest Wealth Management manage?

    Arvest Wealth Management manages approximately 8,453 client accounts according to its latest SEC filing.

    Is Arvest Wealth Management SEC registered?

    Yes, Arvest Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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