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ARVEST WEALTH MANAGEMENT

LOWELL, AR · CRD 42057 · IAPD ↗ · share.arvest.com · 888-916-2121

$3.44BRegulatory AUM
173Advisory reps
238Employees
1Clients
More than 500Planning clients
0Private funds
52States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ARVEST WEALTH MANAGEMENT shrank from 216 to 173 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — ARVEST WEALTH MANAGEMENT moved its main office from ROGERS, AR to LOWELL, AR.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2025 — ARVEST WEALTH MANAGEMENT shrank from 227 to 216 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — ARVEST WEALTH MANAGEMENT added office(s): 180 -> 181 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — ARVEST WEALTH MANAGEMENT added office(s): 177 -> 180 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
83
April 2024 — ARVEST WEALTH MANAGEMENT grew from 214 to 227 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.