SeeBITDAOklahoma

Arvest Wealth Management

Finance and insurance
  • 515 South Boulder Avenue, Tulsa, OK
  • Since 1996
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records
Some signs of a sale
arvest.comLinkedIn
Contact
Find the owner on RocketReach Request removal or correction

How we got $1.3M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

Signs of a sale Some signs of a sale

  • In business 30 years (since 1996)

From public records and the company's website, not a statement that it's for sale.

What they do

Arvest Wealth Management handles client assets through investments, retirement planning, estate planning, trusts and insurance. It says it offers specialized financial services for high-net-worth individuals, families and foundations.

Products & services
InvestmentsRetirement planningEstate planningTrustsInsuranceEducation savingsInvestment planningTrustee ServicesInvestment ManagementEstate SettlementEducation PlanningInsurance Planning
Markets served
High-net-worth individualsFamiliesFoundations
Service area
Tulsa, OK
Certifications
SEC registered investment adviser

From the company's website. Industry: Finance and insurance.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Arvest Wealth Management
this business
$1.1M$439K—
MICHAEL R NOLAND, CLU INC
Tulsa · 4 employees
$1.1M$354K0.0 mi
Tulsa Credit Repair Co
Tulsa
$1.1M$439K0.0 mi
Bank of America ATM
Tulsa
$1.9M$863K0.0 mi
American Energy Insurance, Llc
Tulsa
$806K$310K0.0 mi
Integrated Financial
Tulsa
$1.1M$439K0.0 mi
Arvest Bank
Tulsa
$1.9M$863K0.0 mi

The full calculation

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple$1.3M
Multiple for this size and industry3×
Value range$437K – $2.1M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.

Revenue range$443K – $1.4M
EBITDA range$182K – $596K
Industry (NAICS)Finance and insurance (52)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

People & advisors

“The story of Arvest is one of commitment started by our founders, an intense dedication to focusing on the customer above all else.”

Leadership

  • KA
    Kory Allsop
    Financial professional · Company website · source
  • TB
    Tammy Blair
    Financial professional · Company website · source
  • RC
    Ruth Cervantes
    Financial professional · Company website · source
  • CC
    Carrie Coles
    Financial professional · Company website · source
  • JH
    John Hendrickson
    Financial professional · Company website · source
  • BK
    Blake Keeley
    Financial professional · Company website · source
  • JM
    Justin Munn
    Financial professional · Company website · source
  • JR
    Jimmy Rodriguez Quiroz
    Financial professional · Company website · source
  • CS
    Chris Schroeder
    Financial professional · Company website · source
  • ES
    Eric Shepard
    Financial professional · Company website · source
  • CS
    Cory Sloan
    Financial professional · Company website · source
  • LJ
    Linda J. Van Arkel-Greubel
    Financial professional · Company website · source

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Arvest Wealth Management

Arvest Wealth Management is a finance and insurance company in Tulsa, Oklahoma, in business since 1996. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns Arvest Wealth Management?
The owner of Arvest Wealth Management isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Arvest Wealth Management make?
SeeBITDA estimates Arvest Wealth Management's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Arvest Wealth Management worth?
About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
When was Arvest Wealth Management founded?
Arvest Wealth Management has been in business since 1996.