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⚲
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| Arkfeld Wealth Strategies LLC
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|
|
|---|---|
| CRD # | 293175 |
| SEC # | 801-114011 |
| CIK # | |
| AUM | $319.1 MM (2023-03-21) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 402-933-1970 |
| Address | 3512 N 163rd Plaza Omaha, NE 68116 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 626 | 116.9 |
| (b) Individuals (high net worth individuals) | 82 | 199.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,624 | 319.1 |
| By Discretionary | ||
| Discretionary | 1,491 | 270.0 |
| Non-Discretionary | 133 | 49.1 |
| Total | 1,624 | 319.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 319.1 | |
| Total | 1,624 | 319.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Moss LUSE & Womble LLC
✚
|
TX | 0.3 |
|
Headwater Investment Consulting Inc
✚
|
OR | 0.3 |
|
ETFidea LLC
✚
|
NY | 0.3 |
|
Gainplan LLC
✚
|
MI | 0.3 |
|
Curran Financial Partners LLC
✚
|
SC | 0.3 |
|
Hillcrest Wealth Advisors - NY LLC
✚
|
NJ | 0.3 |
|
Addison Advisors LLC
✚
|
VT | 0.3 |
|
Disciplined Equity Management Inc
✚
|
FL | 0.3 |
|
IVC Wealth Advisors LLC
✚
|
PA | 0.3 |
|
Bankoh Investment Services Inc
✚
|
HI | 0.3 |