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Arkfeld Wealth Strategies LLC
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CRD # | 293175 |
SEC # | 801-114011 |
CIK # | |
AUM | $392.1 MM (2024-06-26) |
Employees | 8 (38% Investors, 0% Brokers) |
Phone | 402-933-1970 |
Address | 3512 N 163rd Plaza Omaha, NE 68116 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 683 | 141.2 |
(b) Individuals (high net worth individuals) | 91 | 250.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.3 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.5 |
(n) Other | 0 | 0.0 |
Total | 1,817 | 392.1 |
By Discretionary | ||
Discretionary | 1,689 | 335.7 |
Non-Discretionary | 128 | 56.4 |
Total | 1,817 | 392.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 392.1 | |
Total | 1,817 | 392.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Atlas Asset Management LLC
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|
PR | 0.4 |
ETFidea LLC
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|
NY | 0.4 |
Sutton Wealth Advisors Inc
✚
|
FL | 0.4 |
Azimut Genesis Advisors LLC
✚
|
FL | 0.4 |
MAIA Wealth LLC
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|
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
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|
CA | 0.4 |
Ascent Capital Management LLC
✚
|
OR | 0.4 |