|
⚲
|
| Arnold Weitz & Co
✚
|
|
|---|---|
| CRD # | 108026 |
| SEC # | 801-69800 |
| CIK # | |
| AUM | $438.1 M (2026-02-23) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 402-392-2244 |
| Address | 20488 Park Rd Elkhorn, NE 68022 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 420.7 |
| (b) Individuals (high net worth individuals) | 12 | 17.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 66 | 438.1 |
| By Discretionary | ||
| Discretionary | 51 | 165.0 |
| Non-Discretionary | 15 | 273.1 |
| Total | 66 | 438.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 438.1 | |
| Total | 66 | 438.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Spiegelman Wealth Management Inc
✚
|
CA | 0.4 |
|
Templeton Financial Services Inc
✚
|
AZ | 0.4 |
|
Bates Financial Advisors Inc
✚
|
IL | 0.4 |
|
Spivak Asset Management LLC
✚
|
CT | 0.4 |
|
Antman Lester Murray
✚
|
0.4 | |
|
TA Capital Management LLC
✚
|
NJ | 0.4 |
|
Hendley & Co Inc
✚
|
OH | 0.4 |
|
August Wealth Advisors LLC
✚
|
CT | 0.4 |
|
Brandon Financial Planning Inc
✚
|
TN | 0.4 |
|
Greenbridge Partners LLC
✚
|
FL | 0.4 |