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Arvest Wealth Management
ARVEST WEALTH MANAGEMENT is an SEC-registered investment adviser in LOWELL, AR, registered since 2005. The firm manages $3.4 billion in regulatory assets,...
Overview
ARVEST WEALTH MANAGEMENT is an SEC-registered investment adviser in LOWELL, AR, registered since 2005. The firm manages $3.4 billion in regulatory assets, $997 million on a discretionary basis. It has 238 employees and 173 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Lowell
Corporate office
Bentonville, AR, United States
Sector focus
Frequently asked questions
What types of services does Arvest Wealth Management provide?
The firm provides comprehensive financial planning, including retirement planning, estate planning, tax-sensitive investing, and trust services. It also offers portfolio management through both discretionary and non-discretionary advisory programs. All services are delivered through the bank's existing branch infrastructure.
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