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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 178 offices throughout the country.
ARVEST WEALTH MANAGEMENT is a Rogers, Arkansas based Financial Planning firm with nearly $2,704,710,870 assets under management, offering retirement planning & investment advisory services to 7899 clients. The firm is staffed with 247 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 42057 |
| SEC# | 801-63738 |
| Assets Managed by Firm | $2,704,710,870 |
| No. of Clients | 7899 |
| No. of Advisors | 247 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7899 | $2,704,710,870 |
| Individuals (other than high net worth individuals) | 5948 | $1,354,690,040 |
| High net worth individuals | 360 | $891,440,851 |
| Pension and profit sharing plans | 30 | $19,309,192 |
| Charitable organizations | 39 | $274,898,332 |
| Corporations or other businesses | 59 | $164,281,335 |
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|---|---|---|---|
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