Arkfeld Wealth Strategies LLC

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Assets, Funds, Holdings

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Arkfeld Wealth Strategies LLC
CRD #293175
SEC #801-114011
CIK #
AUM $392.1 MM (2024-06-26)
Employees 8 (38% Investors, 0% Brokers)
Phone402-933-1970
Address3512 N 163rd Plaza
Omaha, NE 68116
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
4003202401608002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 683 141.2
(b) Individuals (high net worth individuals) 91 250.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.5
(n) Other 0 0.0
Total 1,817 392.1
By Discretionary
Discretionary 1,689 335.7
Non-Discretionary 128 56.4
Total 1,817 392.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 392.1
Total 1,817 392.1
Comparable Firms State AUM ($BB)
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NY 0.4
Sutton Wealth Advisors Inc
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Azimut Genesis Advisors LLC
FL 0.4
MAIA Wealth LLC
CO 0.4
Ceeto Capital Group LLC
FL 0.4
DDFG Inc
CA 0.4
Nova R Wealth Inc
KS 0.4
Prosperitas Financial LLC
CA 0.4
Ascent Capital Management LLC
OR 0.4
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