Overview
- Headquarters
- Lowell, AR
- Total Firm Assets
- $3.4 billion
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
Fee Disclosure
Source: WRAP FEE PROGRAM BROCHURE OF ARVEST WEALTH MANAGEMENT (2025-09-17)
· View brochure text
Latest filing: PART 2A (2026-03-30)
· View brochure text
Latest filing: WRAP FEE PROGRAM BROCHURE OF ARVEST WEALTH MANAGEMENT (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.75% |
| $250,001 | $1,000,000 | 1.50% |
| $1,000,001 | and above | 1.15% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,625 | 1.56% |
| $5 million | $61,625 | 1.23% |
| $10 million | $119,125 | 1.19% |
| $50 million | $579,125 | 1.16% |
| $100 million | $1,154,125 | 1.15% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 38.12%
- Number of High-Net-Worth Clients
- 589
- Total Client Accounts
- 8,453
- Discretionary Accounts
- 2,201
- Non-Discretionary Accounts
- 6,252
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 42057
- PART 2A (2026-03-30) · View brochure text
- WRAP FEE PROGRAM BROCHURE OF ARVEST WEALTH MANAGEMENT (2026-03-30) · View brochure text
- WRAP FEE PROGRAM BROCHURE OF ARVEST WEALTH MANAGEMENT (2025-09-17) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗