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ARVEST WEALTH MANAGEMENT
LOWELL, AR
888-916-2121
SEC #801-63738Total AUM
$3.4B
Employees
238Clients
6,810Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
913 W MONROE AVENUE
LOWELL
AR 72745
United States
LOWELL
AR 72745
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
888-916-2121
Other Offices
178
Financials
Total AUM
$3.4B
Accounts
8,453Discretionary
$997.5M
Accounts
2,201Non-Discretionary
$2.4B
Accounts
6,252
Clients
Individual Clients
6,100AUM
$1.6B
HNW Individual Clients
589AUM
$1.3B
Pension/Profit Sharing Plan Clients
23AUM
$19.3M
Charitable Organization Clients
35AUM
$140.6M
Government Entity Clients
4AUM
$100.1M
Corporation or Business Clients
59AUM
$243.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)SRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.