LP Profile

Arvest Wealth Management

Also known as arvest wealth

Wealth ManagerLowell, United StatesFounded 2004
$3.4B
Assets Under Management
Lowell
Headquarters
Investment Focus

About Arvest Wealth Management

Arvest Wealth Management is a wealth manager based in Lowell, US. Founded in 2004.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Arvest Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.4B
Total Clients
8,453
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Arvest Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Arvest Wealth Management?

Arvest Wealth Management is a wealth manager based in Lowell, United States, managing approximately $3.4B in assets.

Where is Arvest Wealth Management headquartered?

Arvest Wealth Management is headquartered in Lowell, United States.

How much does Arvest Wealth Management manage?

Arvest Wealth Management manages approximately $3.4B in assets under management.

When was Arvest Wealth Management founded?

Arvest Wealth Management was founded in 2004.

How can I contact Arvest Wealth Management?

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