Arkfeld Wealth Strategies, L.L.C.
● SEC registered since 2018CRD 293175SEC# 801-114011Omaha, NE
Reg. AUM
$538M
Employees
8
Accounts
2,204
Location
Omaha, NE
Arkfeld Wealth Strategies, L.L.C. assets under management
Arkfeld Wealth Strategies, L.L.C. is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 2018. It reports $538 million in regulatory assets under management and employs 8 people.
Arkfeld Wealth Strategies, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Jay Arkfeld Control | Managing Member | Over 75% | 2012 |
| Ashley Irene Brannan Control | Cco | Under 5% | 2020 |
Frequently asked questions
How much does Arkfeld Wealth Strategies, L.L.C. manage?
Arkfeld Wealth Strategies, L.L.C. reports $538 million in regulatory assets under management on its Form ADV.
How many employees does Arkfeld Wealth Strategies, L.L.C. have?
Arkfeld Wealth Strategies, L.L.C. reports 8 employees.
Where is Arkfeld Wealth Strategies, L.L.C. located?
Arkfeld Wealth Strategies, L.L.C. is based in Omaha, NE and has been SEC-registered since 2018.
Does Arkfeld Wealth Strategies, L.L.C. disclose fund performance?
Arkfeld Wealth Strategies, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3512 N. 163rd Plaza, Omaha, NE 68116 |
| Phone | 402-933-1970 |
| Fax | 402-932-6062 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$538M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$538Mregulatory AUM
Discretionary $463.4MNon-discretionary $74.6M