ARVEST WEALTH MANAGEMENT

5201 Village Parkway
Rogers, Arkansas 72758
Tel: 888-916-2121

About ARVEST WEALTH MANAGEMENT

ARVEST WEALTH MANAGEMENT, formally registered with the SEC as ARVEST WEALTH MANAGEMENT. The firm was established in 01/03/2005. They have over 181 offices throughout the country.

ARVEST WEALTH MANAGEMENT is a Rogers, Arkansas based Financial Planning firm with nearly $2,593,400,723 assets under management, offering retirement planning & investment advisory services to 7674 clients. The firm is staffed with 252 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	42057
SEC#	801-63738
Assets Managed by Firm	$2,593,400,723
No. of Clients	7674
No. of Advisors	252

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	7674	$2,593,400,723
Individuals (other than high net worth individuals)	5783	$1,368,638,696
High net worth individuals	376	$802,396,200
Pension and profit sharing plans	27	$21,492,731
Charitable organizations	31	$115,927,425
Corporations or other businesses	53	$161,615,312

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