Arvest Wealth Management

Registered investment adviser · Lowell, AR · CRD #42057

Form ADV data as of 2026-09-01

Regulatory assets

$3.44 billion

Total accounts

8,453

Employees

238

Disclosure events

Firm details

Website: https://www.share.arvest.com
Telephone: 888-916-2121
SEC file number: 801-63738
Most recent Form ADV filing: 2026-03-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator entered an order in connection with investment-related activity (past 10 years)
Another regulator denied, suspended, or revoked a registration or restricted activity
A self-regulatory organization found a violation of its rules

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$997.5 million
Non-discretionary regulatory assets under management	$2.44 billion
Total regulatory assets under management	$3.44 billion
Discretionary accounts	2,201
Non-discretionary accounts	6,252
Total accounts	8,453
Regulatory assets under management attributable to non-U.S. persons	$554,696

People

Total employees (excluding clerical)	238
Employees performing investment advisory functions (including research)	173
Employees who are registered representatives of a broker-dealer	167
Employees registered as investment adviser representatives with a state	173
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	163
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$53.0 million
Clients for whom the firm has custody	132
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$197.4 million
Clients for whom a related person has custody	159
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Other business activities

Broker-dealer (registered or unregistered)

Affiliated related persons

Banking or thrift institutionInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	6,100	$1.63 billion
High net worth individuals	589	$1.31 billion
Pension and profit sharing plans (not the participants or government plans)	23	$19.3 million
Charitable organizations	35	$140.6 million
State or municipal government entities (including government pension plans)	4	$100.1 million
Corporations or other businesses not listed above	59	$243.4 million