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| Arkfeld Wealth Strategies LLC
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|---|---|
| CRD # | 293175 |
| SEC # | 801-114011 |
| CIK # | 0001789382 |
| AUM | 538.0 M (2026-04-29) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 402-933-1970 |
| Address | 3512 N 163rd Plaza Omaha, NE 68116 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 35.5 | ||
| Apple Inc | 21.3 | ||
| Caseys General Stores Inc | 16.2 | ||
| HF Sinclair Corp | 13.8 | ||
| Alphabet Inc | 13.6 | ||
| TJX Companies Inc /DE/ | 11.5 | ||
| Oasis Petroleum Inc | 10.9 | ||
| Alphabet Inc | 8.7 | ||
| Microsoft Corp | 8.1 | ||
| Toast Inc | 7.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 805 | 137.1 |
| (b) Individuals (high net worth individuals) | 132 | 399.7 |
| (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 | 0.6 |
| (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 | 2,204 | 538.0 |
| By Discretionary | ||
| Discretionary | 2,071 | 463.4 |
| Non-Discretionary | 133 | 74.6 |
| Total | 2,204 | 538.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 538.0 | |
| Total | 2,204 | 538.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001789382] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dynamic Financial Group LLC
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|
IA | 539.6 M |
|
River Street Advisors LLC
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IL | 539.2 M |
|
Access Wealth Planning LLC
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NJ | 539.1 M |
|
Buska Wealth Management LLC
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WI | 538.7 M |
|
Morris Financial Concepts Inc
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|
SC | 538.4 M |
|
Weaver Capital Management LLC
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GA | 537.8 M |
|
Rareview Capital LLC
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|
NV | 537.5 M |
|
Redmond Asset Management LLC
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|
VA | 537.2 M |
|
Hinds Financial Group Inc
✚
|
CO | 536.9 M |
|
Novapoint Capital LLC
✚
|
GA | 536.2 M |