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| Happy Holidays!! thanks for using AUM13F!! |
| Arkfeld Wealth Strategies LLC
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| CRD # | 293175 |
| SEC # | 801-114011 |
| CIK # | |
| AUM | $478.9 M (2025-07-22) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 402-933-1970 |
| Address | 3512 N 163rd Plaza Omaha, NE 68116 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 711 | 111.4 |
| (b) Individuals (high net worth individuals) | 136 | 366.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,001 | 478.9 |
| By Discretionary | ||
| Discretionary | 1,862 | 412.7 |
| Non-Discretionary | 139 | 66.2 |
| Total | 2,001 | 478.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 478.9 | |
| Total | 2,001 | 478.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Auctus Advisors LLC
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|
NC | 0.5 |
|
Priebe Wealth Holdings LLC
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|
MN | 0.5 |
|
Compound Family Offices LLC
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|
FL | 0.5 |
|
The Enterprise Investment Company
✚
|
MI | 0.5 |
|
Hobbs Group Advisors LLC
✚
|
SC | 0.5 |
|
Gainplan LLC
✚
|
MI | 0.5 |
|
Enrich Financial Partners LLC
✚
|
WI | 0.5 |
|
Midwest Financial Group LLC
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|
KS | 0.5 |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
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|
OH | 0.5 |
|
Reston Wealth Management LLC
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|
VA | 0.5 |