5201 Village Parkway
Rogers, Arkansas 72758
Tel: 888-916-2121
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$14,783,890,572 | 21924 | 629 | |
$7,463,667,271 | 162 | 23 | |
$3,329,402,135 | 13257 | 157 | |
$2,346,620,000 | 4 | 4 | |
$1,637,149,230 | 2873 | 23 |
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